Fidelity Investments
EVM

Fidelity Investments’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Fidelity Investments’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
Q4 		– Sell
-1
Closed -$10 – 5631
2024
Q3 		$10 Buy
+1
New +$10 ﹤0.01% 5428
2021
Q2 		– Sell
-1
Closed – – 4424
2021
Q1 		$0 Buy
+1
New +$12 ﹤0.01% 4130

Other funds holding EVM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GC
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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments's EVM Position: Q4 2024 in Review

Fidelity Investments sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2024, closing a stake of 1 share — an estimated $10 sold.

Fidelity Investments first reported a position in EVM in Q1 2021 and held it in 2 quarters. The position peaked at $10 in Q3 2024. 54 funds tracked by Wall St. Rank hold EVM as of Q4 2024.

  • Fidelity Investments reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Eaton Vance California Municipal Bond Fund share in Q4 2024, an estimated $10.
  • Fidelity Investments first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2021 and held it in 2 quarters.
  • Fidelity Investments's Eaton Vance California Municipal Bond Fund position peaked at $10 in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.