Fiera Capital (Canada)
EVM

Fiera Capital (Canada)’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Fiera Capital (Canada)’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
2023
Q4 		– Sell
-407,630
Closed -$3.31M – 518
2023
Q3 		$3.31M Buy
407,630
+7,224
+2% +$63K 0.01% 238
2023
Q2 		$3.56M Buy
400,406
+48,983
+14% +$435K 0.01% 227
2023
Q1 		$3.17M Sell
351,423
-19,186
-5% -$172K 0.01% 242
2022
Q4 		$3.2M Buy
370,609
+243,338
+191% +$2.08M 0.01% 239
2022
Q3 		$1.08M Sell
127,271
-757
-0.6% -$7.02K ﹤0.01% 367
2022
Q2 		$1.19M Buy
128,028
+5,993
+5% +$55.8K ﹤0.01% 383
2022
Q1 		$1.23M Buy
122,035
+79,805
+189% +$847K ﹤0.01% 395
2021
Q4 		$490K Buy
42,230
+5,511
+15% +$65K ﹤0.01% 526
2021
Q3 		$438K Sell
36,719
-109,913
-75% -$1.33M ﹤0.01% 478
2021
Q2 		$1.75M Sell
146,632
-20,319
-12% -$241K ﹤0.01% 317
2021
Q1 		$1.94M Sell
166,951
-126,862
-43% -$1.46M 0.01% 297
2020
Q4 		$3.45M Buy
293,813
+5,307
+2% +$61.4K 0.01% 280
2020
Q3 		$3.28M Sell
288,506
-11,321
-4% -$131K 0.01% 264
2020
Q2 		$3.34M Sell
299,827
-44,838
-13% -$483K 0.01% 267
2020
Q1 		$3.64M Buy
+344,665
New +$3.89M 0.02% 241
2019
Q3 		– Sell
-30,183
Closed -$333K – 656
2019
Q2 		$333K Sell
30,183
-512,455
-94% -$5.52M ﹤0.01% 544
2019
Q1 		$5.72M Sell
542,638
-188,895
-26% -$1.96M 0.02% 248
2018
Q4 		$7.24M Buy
731,533
+98,185
+16% +$972K 0.03% 233
2018
Q3 		$6.31M Buy
633,348
+162,490
+35% +$1.67M 0.03% 253
2018
Q2 		$4.86M Buy
470,858
+146,347
+45% +$1.51M 0.02% 307
2018
Q1 		$3.33M Buy
324,511
+132,025
+69% +$1.43M 0.02% 338
2017
Q4 		$2.21M Buy
192,486
+4,312
+2% +$51.2K 0.01% 370
2017
Q3 		$2.27M Buy
188,174
+17,558
+10% +$210K 0.01% 368
2017
Q2 		$1.98M Sell
170,616
-310,076
-65% -$3.6M 0.01% 391
2017
Q1 		$5.46M Sell
480,692
-43,141
-8% -$495K 0.03% 295
2016
Q4 		$5.96M Buy
+523,833
New +$6.19M 0.03% 295

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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

Fiera Capital (Canada)'s EVM Position: Q4 2023 in Review

Fiera Capital (Canada) sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2023, closing a stake of 407,630 shares — an estimated $3.31M sold.

Fiera Capital (Canada) first reported a position in EVM in Q4 2016 and held it in 26 quarters. The position peaked at $7.24M in Q4 2018. 51 funds tracked by Wall St. Rank hold EVM as of Q4 2023.

  • Fiera Capital (Canada) reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Fiera Capital (Canada) sold 407,630 Eaton Vance California Municipal Bond Fund shares in Q4 2023, an estimated $3.31M.
  • Fiera Capital (Canada) first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2016 and held it in 26 quarters.
  • Fiera Capital (Canada)'s Eaton Vance California Municipal Bond Fund position peaked at $7.24M in Q4 2018.
  • 51 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2023.

Based on Fiera Capital (Canada)'s 13F filing for Q4 2023, filed 8 Feb 2024.