Commonwealth Equity Services
EVM

Commonwealth Equity Services’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-10,428
Closed -$93K – 3857
2023
Q2 		$93K Hold
10,428
– – ﹤0.01% 3585
2023
Q1 		$94 Hold
10,428
– – ﹤0.01% 3505
2022
Q4 		$90K Sell
10,428
-12,700
-55% -$108K ﹤0.01% 3433
2022
Q3 		$196K Sell
23,128
-702
-3% -$6.51K ﹤0.01% 3188
2022
Q2 		$220K Buy
23,830
+3,842
+19% +$35.7K ﹤0.01% 3112
2022
Q1 		$200K Hold
19,988
– – ﹤0.01% 3337
2021
Q4 		$231K Buy
+19,988
New +$236K ﹤0.01% 3178
2019
Q1 		– Sell
-10,004
Closed -$99K – 2755
2018
Q4 		$99K Buy
+10,004
New +$99.1K ﹤0.01% 2491

Other funds holding EVM

SCM
Saba Capital Management New York $3.62B AUM 13% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services's EVM Position: Q3 2023 in Review

Commonwealth Equity Services sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2023, closing a stake of 10,428 shares — an estimated $93K sold.

Commonwealth Equity Services first reported a position in EVM in Q4 2018 and held it in 8 quarters. The position peaked at $231K in Q4 2021. 49 funds tracked by Wall St. Rank hold EVM as of Q3 2023.

  • Commonwealth Equity Services reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,428 Eaton Vance California Municipal Bond Fund shares in Q3 2023, an estimated $93K.
  • Commonwealth Equity Services first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2018 and held it in 8 quarters.
  • Commonwealth Equity Services's Eaton Vance California Municipal Bond Fund position peaked at $231K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2023.

Based on Commonwealth Equity Services's 13F filing for Q3 2023, filed 23 Oct 2023.