Cetera Advisor Networks’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Cetera Advisor Networks’s Portfolio EVM Stock Details EVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-21,160	Closed	-$253K	–	1976
2021 Q2	$253K	Buy	21,160 +53	+0.3%	+$627	﹤0.01%	1613
2021 Q1	$246K	Buy	21,107 +53	+0.3%	+$612	0.01%	1261
2020 Q4	$247K	Buy	21,054 +53	+0.3%	+$613	0.01%	1151
2020 Q3	$239K	Sell	21,001 -10,947	-34%	-$126K	0.01%	1063
2020 Q2	$356K	Buy	31,948 +49	+0.2%	+$528	0.01%	829
2020 Q1	$337K	Buy	31,899 +13,292	+71%	+$150K	0.01%	756
2019 Q4	$210K	Hold	18,607	–	–	0.01%	1135
2019 Q3	$211K	Buy	18,607 +4,000	+27%	+$45.3K	0.01%	1079
2019 Q2	$161K	Hold	14,607	–	–	0.01%	1118
2019 Q1	$155K	Hold	14,607	–	–	0.01%	1085
2018 Q4	$144K	Buy	+14,607	New	+$145K	0.01%	979

Other funds holding EVM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Cetera Advisor Networks's EVM Position: Q3 2021 in Review

Cetera Advisor Networks sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2021, closing a stake of 21,160 shares — an estimated $253K sold.

Cetera Advisor Networks first reported a position in EVM in Q4 2018 and held it in 11 quarters. The position peaked at $356K in Q2 2020. 43 funds tracked by Wall St. Rank hold EVM as of Q3 2021.

Cetera Advisor Networks reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2021 after selling out during the quarter.
Cetera Advisor Networks sold 21,160 Eaton Vance California Municipal Bond Fund shares in Q3 2021, an estimated $253K.
Cetera Advisor Networks first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2018 and held it in 11 quarters.
Cetera Advisor Networks's Eaton Vance California Municipal Bond Fund position peaked at $356K in Q2 2020.
43 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2021.

Based on Cetera Advisor Networks's 13F filing for Q3 2021, filed 16 Nov 2021.