FPCP
EVM

Fort Point Capital Partners’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Fort Point Capital Partners’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
2024
Q3 		– Sell
-85,346
Closed -$812K – 306
2024
Q2 		$812K Buy
85,346
+8,694
+11% +$81.8K 0.1% 141
2024
Q1 		$724K Buy
76,652
+27,068
+55% +$253K 0.1% 150
2023
Q4 		$454K Buy
49,584
+13,874
+39% +$117K 0.06% 185
2023
Q3 		$290K Buy
35,710
+16,004
+81% +$140K 0.04% 215
2023
Q2 		$175K Buy
+19,706
New +$175K 0.02% 276

Other funds holding EVM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Fort Point Capital Partners's EVM Position: Q3 2024 in Review

Fort Point Capital Partners sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2024, closing a stake of 85,346 shares — an estimated $812K sold.

Fort Point Capital Partners first reported a position in EVM in Q2 2023 and held it in 5 quarters. The position peaked at $812K in Q2 2024. 53 funds tracked by Wall St. Rank hold EVM as of Q3 2024.

  • Fort Point Capital Partners reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Fort Point Capital Partners sold 85,346 Eaton Vance California Municipal Bond Fund shares in Q3 2024, an estimated $812K.
  • Fort Point Capital Partners first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2023 and held it in 5 quarters.
  • Fort Point Capital Partners's Eaton Vance California Municipal Bond Fund position peaked at $812K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.