FFA
CEV

Farther Finance Advisors’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Farther Finance Advisors’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-221
Closed -$2.14K – 4976
2025
Q2 		$2.14K Hold
221
– – ﹤0.01% 3677
2025
Q1 		$2.22K Hold
221
– – ﹤0.01% 3348
2024
Q4 		$2.22K Hold
221
– – ﹤0.01% 2958
2024
Q3 		$2.4K Buy
+221
New +$2.43K ﹤0.01% 2934

Other funds holding CEV

SCM
Saba Capital Management New York $3.62B AUM 13% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Farther Finance Advisors's CEV Position: Q3 2025 in Review

Farther Finance Advisors sold out of Eaton Vance California Municipal Income Trust (CEV) in Q3 2025, closing a stake of 221 shares — an estimated $2.14K sold.

Farther Finance Advisors first reported a position in CEV in Q3 2024 and held it in 4 quarters. The position peaked at $2.4K in Q3 2024. 35 funds tracked by Wall St. Rank hold CEV as of Q3 2025.

  • Farther Finance Advisors reported no remaining Eaton Vance California Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 221 Eaton Vance California Municipal Income Trust shares in Q3 2025, an estimated $2.14K.
  • Farther Finance Advisors first reported a position in Eaton Vance California Municipal Income Trust in Q3 2024 and held it in 4 quarters.
  • Farther Finance Advisors's Eaton Vance California Municipal Income Trust position peaked at $2.4K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q3 2025.

Based on Farther Finance Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.