FFG
CEV

Ford Financial Group’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Ford Financial Group’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
2022
Q2 		– Sell
-11,000
Closed -$126K – 125
2022
Q1 		$126K Hold
11,000
– – 0.05% 128
2021
Q4 		$148 Hold
11,000
– – 0.03% 122
2021
Q3 		$149K Hold
11,000
– – 0.06% 103
2021
Q2 		$153K Hold
11,000
– – 0.06% 125
2021
Q1 		$145K Hold
11,000
– – 0.06% 98
2020
Q4 		$150K Buy
+11,000
New +$147K 0.07% 98

Other funds holding CEV

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
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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ford Financial Group's CEV Position: Q2 2022 in Review

Ford Financial Group sold out of Eaton Vance California Municipal Income Trust (CEV) in Q2 2022, closing a stake of 11,000 shares — an estimated $126K sold.

Ford Financial Group first reported a position in CEV in Q4 2020 and held it in 6 quarters. The position peaked at $153K in Q2 2021. 20 funds tracked by Wall St. Rank hold CEV as of Q2 2022.

  • Ford Financial Group reported no remaining Eaton Vance California Municipal Income Trust position as of Q2 2022 after selling out during the quarter.
  • Ford Financial Group sold 11,000 Eaton Vance California Municipal Income Trust shares in Q2 2022, an estimated $126K.
  • Ford Financial Group first reported a position in Eaton Vance California Municipal Income Trust in Q4 2020 and held it in 6 quarters.
  • Ford Financial Group's Eaton Vance California Municipal Income Trust position peaked at $153K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2022.

Based on Ford Financial Group's 13F filing for Q2 2022, filed 14 Jul 2022.