FCB
CEV

First Command Bank’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

First Command Bank’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
2019
Q4 		– Sell
-591
Closed -$8K – 366
2019
Q3 		$8K Buy
+591
New +$7.75K ﹤0.01% 320

Other funds holding CEV

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

First Command Bank's CEV Position: Q4 2019 in Review

First Command Bank sold out of Eaton Vance California Municipal Income Trust (CEV) in Q4 2019, closing a stake of 591 shares — an estimated $8K sold.

First Command Bank first reported a position in CEV in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 24 funds tracked by Wall St. Rank hold CEV as of Q4 2019.

  • First Command Bank reported no remaining Eaton Vance California Municipal Income Trust position as of Q4 2019 after selling out during the quarter.
  • First Command Bank sold 591 Eaton Vance California Municipal Income Trust shares in Q4 2019, an estimated $8K.
  • First Command Bank first reported a position in Eaton Vance California Municipal Income Trust in Q3 2019 and held it in 1 quarter.
  • First Command Bank's Eaton Vance California Municipal Income Trust position peaked at $8K in Q3 2019.
  • 24 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q4 2019.

Based on First Command Bank's 13F filing for Q4 2019, filed 14 Jan 2020.