First Trust Advisors
EVM

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

First Trust 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
Q4 		– Sell
-10,181
Closed -$87K – 2463
2022
Q3 		$87K Buy
+10,181
New +$94.4K ﹤0.01% 2443
2022
Q2 		– Sell
-11,490
Closed -$115K – 2522
2022
Q1 		$115K Buy
+11,490
New +$122K ﹤0.01% 2499
2020
Q1 		– Sell
-10,979
Closed -$124K – 2376
2019
Q4 		$124K Sell
10,979
-625
-5% -$7.03K ﹤0.01% 2358
2019
Q3 		$131K Sell
11,604
-8,025
-41% -$90.9K ﹤0.01% 2366
2019
Q2 		$217K Buy
19,629
+703
+4% +$7.57K ﹤0.01% 2342
2019
Q1 		$200K Buy
18,926
+238
+1% +$2.47K ﹤0.01% 2351
2018
Q4 		$185K Buy
18,688
+6,987
+60% +$69.2K ﹤0.01% 2344
2018
Q3 		$117K Sell
11,701
-95
-0.8% -$975 ﹤0.01% 2404
2018
Q2 		$122K Sell
11,796
-839
-7% -$8.65K ﹤0.01% 2384
2018
Q1 		$130K Buy
12,635
+2,182
+21% +$23.7K ﹤0.01% 2280
2017
Q4 		$120K Sell
10,453
-87
-0.8% -$1.03K ﹤0.01% 2364
2017
Q3 		$127K Sell
10,540
-982
-9% -$11.8K ﹤0.01% 2371
2017
Q2 		$134K Buy
+11,522
New +$134K ﹤0.01% 2327
2014
Q2 		– Sell
-10,422
Closed -$113K – 2231
2014
Q1 		$113K Buy
+10,422
New +$112K ﹤0.01% 2229

Other funds holding EVM

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

First Trust Advisors's EVM Position: Q4 2022 in Review

First Trust Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2022, closing a stake of 10,181 shares — an estimated $87K sold.

First Trust Advisors first reported a position in EVM in Q1 2014 and held it in 14 quarters. The position peaked at $217K in Q2 2019. 54 funds tracked by Wall St. Rank hold EVM as of Q4 2022.

  • First Trust Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • First Trust Advisors sold 10,181 Eaton Vance California Municipal Bond Fund shares in Q4 2022, an estimated $87K.
  • First Trust Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2014 and held it in 14 quarters.
  • First Trust Advisors's Eaton Vance California Municipal Bond Fund position peaked at $217K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2022.

Based on First Trust Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.