First Allied Advisory Services’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

First Allied Advisory Services’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
2020 Q1	–	Sell	-10,048	Closed	-$112K	–	1108
2019 Q4	$112K	Sell	10,048 -3,004	-23%	-$33.8K	﹤0.01%	1169
2019 Q3	$147K	Hold	13,052	–	–	0.01%	1161
2019 Q2	$144K	Sell	13,052 -838	-6%	-$9.02K	0.01%	1136
2019 Q1	$149K	Hold	13,890	–	–	0.01%	1084
2018 Q4	$138K	Sell	13,890 -227	-2%	-$2.25K	0.01%	1000
2018 Q3	$140K	Buy	+14,117	New	+$145K	﹤0.01%	1122
2018 Q2	–	Sell	-14,408	Closed	-$148K	–	1174
2018 Q1	$148K	Sell	14,408 -715	-5%	-$7.75K	0.01%	1097
2017 Q4	$173K	Sell	15,123 -547	-3%	-$6.5K	0.01%	1108
2017 Q3	$190K	Sell	15,670 -500	-3%	-$5.99K	0.01%	1031
2017 Q2	$188K	Buy	16,170 +5,077	+46%	+$58.9K	0.01%	1047
2017 Q1	$126K	Sell	11,093 -5,270	-32%	-$60.4K	0.01%	1050
2016 Q4	$186K	Buy	16,363 +2,026	+14%	+$23.9K	0.01%	1012
2016 Q3	$194K	Buy	+14,337	New	+$198K	0.01%	949

Other funds holding EVM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Allied Advisory Services's EVM Position: Q1 2020 in Review

First Allied Advisory Services sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2020, closing a stake of 10,048 shares — an estimated $112K sold.

First Allied Advisory Services first reported a position in EVM in Q3 2016 and held it in 13 quarters. The position peaked at $194K in Q3 2016. 46 funds tracked by Wall St. Rank hold EVM as of Q1 2020.

First Allied Advisory Services reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2020 after selling out during the quarter.
First Allied Advisory Services sold 10,048 Eaton Vance California Municipal Bond Fund shares in Q1 2020, an estimated $112K.
First Allied Advisory Services first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2016 and held it in 13 quarters.
First Allied Advisory Services's Eaton Vance California Municipal Bond Fund position peaked at $194K in Q3 2016.
46 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2020.

Based on First Allied Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.