FFA
EVM

First Foundation Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

First Foundation Advisors’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
2022
Q1 		– Sell
-12,027
Closed -$140K – 436
2021
Q4 		$140K Sell
12,027
-80,587
-87% -$951K ﹤0.01% 428
2021
Q3 		$1.11M Sell
92,614
-5,905
-6% -$71.2K 0.04% 189
2021
Q2 		$1.18M Sell
98,519
-7,271
-7% -$86.1K 0.05% 198
2021
Q1 		$1.23M Sell
105,790
-10,343
-9% -$119K 0.05% 179
2020
Q4 		$1.36M Sell
116,133
-15,288
-12% -$177K 0.06% 163
2020
Q3 		$1.49M Sell
131,421
-10,315
-7% -$119K 0.07% 142
2020
Q2 		$1.58M Buy
141,736
+4,893
+4% +$52.7K 0.08% 132
2020
Q1 		$1.44M Buy
136,843
+8,710
+7% +$98.4K 0.09% 130
2019
Q4 		$1.44M Buy
128,133
+24,908
+24% +$280K 0.07% 154
2019
Q3 		$1.17M Buy
103,225
+89,827
+670% +$1.02M 0.06% 151
2019
Q2 		$148K Buy
+13,398
New +$144K 0.01% 330
2019
Q1 		– Sell
-17,232
Closed -$171K – 347
2018
Q4 		$171K Buy
+17,232
New +$171K 0.01% 357

Other funds holding EVM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Foundation Advisors's EVM Position: Q1 2022 in Review

First Foundation Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2022, closing a stake of 12,027 shares — an estimated $140K sold.

First Foundation Advisors first reported a position in EVM in Q4 2018 and held it in 12 quarters. The position peaked at $1.58M in Q2 2020. 50 funds tracked by Wall St. Rank hold EVM as of Q1 2022.

  • First Foundation Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
  • First Foundation Advisors sold 12,027 Eaton Vance California Municipal Bond Fund shares in Q1 2022, an estimated $140K.
  • First Foundation Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2018 and held it in 12 quarters.
  • First Foundation Advisors's Eaton Vance California Municipal Bond Fund position peaked at $1.58M in Q2 2020.
  • 50 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2022.

Based on First Foundation Advisors's 13F filing for Q1 2022, filed 5 May 2022.