Commonwealth Equity Services
CEV

Commonwealth Equity Services’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Commonwealth Equity Services’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,727
Closed -$114K – 4262
2025
Q2 		$114K Hold
11,727
– – ﹤0.01% 4040
2025
Q1 		$118K Hold
11,727
– – ﹤0.01% 3965
2024
Q4 		$118K Sell
11,727
-2,000
-15% -$21K ﹤0.01% 3879
2024
Q3 		$149K Sell
13,727
-1,000
-7% -$11K ﹤0.01% 3793
2024
Q2 		$160K Buy
14,727
+2,000
+16% +$21.2K ﹤0.01% 3703
2024
Q1 		$135K Hold
12,727
– – ﹤0.01% 3736
2023
Q4 		$132K Buy
+12,727
New +$122K ﹤0.01% 3618
2023
Q3 		– Sell
-15,801
Closed -$158K – 3843
2023
Q2 		$158K Buy
15,801
+500
+3% +$5.02K ﹤0.01% 3473
2023
Q1 		$156 Buy
+15,301
New +$156K ﹤0.01% 3397
2022
Q4 		– Sell
-12,711
Closed -$122K – 3721
2022
Q3 		$122K Sell
12,711
-13,289
-51% -$141K ﹤0.01% 3326
2022
Q2 		$277K Buy
26,000
+1,750
+7% +$18.8K ﹤0.01% 2905
2022
Q1 		$278K Buy
24,250
+3,850
+19% +$47.8K ﹤0.01% 3033
2021
Q4 		$276K Sell
20,400
-1,000
-5% -$13.7K ﹤0.01% 3049
2021
Q3 		$291K Buy
21,400
+1,000
+5% +$14K ﹤0.01% 2964
2021
Q2 		$285K Hold
20,400
– – ﹤0.01% 2944
2021
Q1 		$270K Sell
20,400
-333
-2% -$4.46K ﹤0.01% 2867
2020
Q4 		$283K Sell
20,733
-667
-3% -$8.92K ﹤0.01% 2631
2020
Q3 		$284K Buy
21,400
+1,000
+5% +$13.5K ﹤0.01% 2402
2020
Q2 		$268K Buy
20,400
+2,000
+11% +$25.2K ﹤0.01% 2357
2020
Q1 		$244K Hold
18,400
– – ﹤0.01% 2215
2019
Q4 		$248K Hold
18,400
– – ﹤0.01% 2459
2019
Q3 		$247K Hold
18,400
– – ﹤0.01% 2397
2019
Q2 		$227K Hold
18,400
– – ﹤0.01% 2421
2019
Q1 		$220K Buy
18,400
+1,400
+8% +$16.4K ﹤0.01% 2396
2018
Q4 		$188K Buy
17,000
+1,000
+6% +$11K ﹤0.01% 2353
2018
Q3 		$179K Hold
16,000
– – ﹤0.01% 2530
2018
Q2 		$183K Sell
16,000
-1,000
-6% -$11.4K ﹤0.01% 2489
2018
Q1 		$193K Buy
+17,000
New +$199K ﹤0.01% 2422

Other funds holding CEV

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Commonwealth Equity Services's CEV Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Eaton Vance California Municipal Income Trust (CEV) in Q3 2025, closing a stake of 11,727 shares — an estimated $114K sold.

Commonwealth Equity Services first reported a position in CEV in Q1 2018 and held it in 28 quarters. The position peaked at $291K in Q3 2021. 35 funds tracked by Wall St. Rank hold CEV as of Q3 2025.

  • Commonwealth Equity Services reported no remaining Eaton Vance California Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,727 Eaton Vance California Municipal Income Trust shares in Q3 2025, an estimated $114K.
  • Commonwealth Equity Services first reported a position in Eaton Vance California Municipal Income Trust in Q1 2018 and held it in 28 quarters.
  • Commonwealth Equity Services's Eaton Vance California Municipal Income Trust position peaked at $291K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.