Cetera Investment Advisers
EVM

Cetera Investment Advisers’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Cetera Investment Advisers’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
2023
Q2 		– Sell
-13,125
Closed -$118K – 2234
2023
Q1 		$118K Buy
13,125
+2,085
+19% +$18.7K ﹤0.01% 2042
2022
Q4 		$95.4K Buy
+11,040
New +$94.2K ﹤0.01% 1999
2022
Q3 		– Sell
-10,905
Closed -$101K – 1784
2022
Q2 		$101K Buy
+10,905
New +$101K ﹤0.01% 1739

Other funds holding EVM

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cetera Investment Advisers's EVM Position: Q2 2023 in Review

Cetera Investment Advisers sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2023, closing a stake of 13,125 shares — an estimated $118K sold.

Cetera Investment Advisers first reported a position in EVM in Q2 2022 and held it in 3 quarters. The position peaked at $118K in Q1 2023. 49 funds tracked by Wall St. Rank hold EVM as of Q2 2023.

  • Cetera Investment Advisers reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 13,125 Eaton Vance California Municipal Bond Fund shares in Q2 2023, an estimated $118K.
  • Cetera Investment Advisers first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2022 and held it in 3 quarters.
  • Cetera Investment Advisers's Eaton Vance California Municipal Bond Fund position peaked at $118K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2023.

Based on Cetera Investment Advisers's 13F filing for Q2 2023, filed 10 Aug 2023.