Creative Planning’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Creative Planning’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
2022 Q2	–	Sell	-2,311	Closed	-$23K	–	2368
2022 Q1	$23K	Buy	+2,311	New	+$24.5K	﹤0.01%	2125
2017 Q3	–	Sell	-700	Closed	-$8K	–	2444
2017 Q2	$8K	Hold	700	–	–	﹤0.01%	3738
2017 Q1	$8K	Hold	700	–	–	﹤0.01%	3713
2016 Q4	$8K	Hold	700	–	–	﹤0.01%	3678
2016 Q3	$9K	Buy	+700	New	+$9.67K	﹤0.01%	3572
2013 Q4	–	Sell	-1,000	Closed	-$10K	–	3354
2013 Q3	$10K	Buy	+1,000	New	+$10.2K	﹤0.01%	2454

Other funds holding EVM

RCM

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

KIM

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

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

AAM

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

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

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

HWAM

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

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

1CP

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

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

Creative Planning's EVM Position: Q2 2022 in Review

Creative Planning sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2022, closing a stake of 2,311 shares — an estimated $23K sold.

Creative Planning first reported a position in EVM in Q3 2013 and held it in 6 quarters. The position peaked at $23K in Q1 2022. 51 funds tracked by Wall St. Rank hold EVM as of Q2 2022.

Creative Planning reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2022 after selling out during the quarter.
Creative Planning sold 2,311 Eaton Vance California Municipal Bond Fund shares in Q2 2022, an estimated $23K.
Creative Planning first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2013 and held it in 6 quarters.
Creative Planning's Eaton Vance California Municipal Bond Fund position peaked at $23K in Q1 2022.
51 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.