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EVM
Creative Planning’s
Eaton Vance California Municipal Bond Fund
EVM
Stock Holding History
Creative Planning’s Portfolio
EVM Stock Details
EVM Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
2022
Q1
$23K
Buy
2017
Q3
–
Sell
2017
Q2
$8K
Hold
2017
Q1
$8K
Hold
2016
Q4
$8K
Hold
2016
Q3
$9K
Buy
2013
Q4
–
Sell
2013
Q3
$10K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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