DA
EVM

Doliver Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Doliver Advisors’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
2018
Q3 		– Sell
-21,581
Closed -$223K – 233
2018
Q2 		$223K Sell
21,581
-1,987
-8% -$20.5K 0.09% 193
2018
Q1 		$242K Buy
+23,568
New +$256K 0.11% 196
2017
Q3 		– Sell
-24,617
Closed -$286K – 271
2017
Q2 		$286K Buy
24,617
+14,339
+140% +$166K 0.14% 157
2017
Q1 		$117K Buy
+10,278
New +$118K 0.09% 211
2016
Q2 		– Sell
-12,794
Closed -$161K – 198
2016
Q1 		$161K Buy
+12,794
New +$161K 0.14% 137
2015
Q3 		– Sell
-24,566
Closed -$277K – 214
2015
Q2 		$277K Buy
+24,566
New +$292K 0.18% 174
2014
Q4 		– Sell
-25,476
Closed -$289K – 247
2014
Q3 		$289K Buy
+25,476
New +$293K 0.2% 192
2014
Q2 		– Sell
-22,794
Closed -$248K – 251
2014
Q1 		$248K Sell
22,794
-3,283
-13% -$35.2K 0.16% 188
2013
Q4 		$267K Buy
26,077
+579
+2% +$5.89K 0.17% 190
2013
Q3 		$263K Sell
25,498
-19,038
-43% -$193K 0.16% 240
2013
Q2 		$487K Buy
+44,536
New +$525K 0.29% 155

Other funds holding EVM

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Doliver Advisors's EVM Position: Q3 2018 in Review

Doliver Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2018, closing a stake of 21,581 shares — an estimated $223K sold.

Doliver Advisors first reported a position in EVM in Q2 2013 and held it in 11 quarters. The position peaked at $487K in Q2 2013. 43 funds tracked by Wall St. Rank hold EVM as of Q3 2018.

  • Doliver Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 21,581 Eaton Vance California Municipal Bond Fund shares in Q3 2018, an estimated $223K.
  • Doliver Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2013 and held it in 11 quarters.
  • Doliver Advisors's Eaton Vance California Municipal Bond Fund position peaked at $487K in Q2 2013.
  • 43 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.