Diligent Investors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Diligent Investors’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
2024 Q2	–	Sell	-20,000	Closed	-$189K	–	341
2024 Q1	$189K	Hold	20,000	–	–	0.05%	312
2023 Q4	$183K	Hold	20,000	–	–	0.05%	302
2023 Q3	$162K	Hold	20,000	–	–	0.05%	283
2023 Q2	$178K	Hold	20,000	–	–	0.05%	273
2023 Q1	$180K	Hold	20,000	–	–	0.06%	269
2022 Q4	$173K	Hold	20,000	–	–	0.06%	268
2022 Q3	$170K	Hold	20,000	–	–	0.06%	234
2022 Q2	$185K	Hold	20,000	–	–	0.06%	237
2022 Q1	$201K	Buy	+20,000	New	+$212K	0.06%	253

Other funds holding EVM

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

HWAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Diligent Investors's EVM Position: Q2 2024 in Review

Diligent Investors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2024, closing a stake of 20,000 shares — an estimated $189K sold.

Diligent Investors first reported a position in EVM in Q1 2022 and held it in 9 quarters. The position peaked at $201K in Q1 2022. 50 funds tracked by Wall St. Rank hold EVM as of Q2 2024.

Diligent Investors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
Diligent Investors sold 20,000 Eaton Vance California Municipal Bond Fund shares in Q2 2024, an estimated $189K.
Diligent Investors first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2022 and held it in 9 quarters.
Diligent Investors's Eaton Vance California Municipal Bond Fund position peaked at $201K in Q1 2022.
50 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2024.

Based on Diligent Investors's 13F filing for Q2 2024, filed 15 Jul 2024.