GBBWRPM
EVM

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018
Q2 		– Sell
-1,150
Closed -$12K – 435
2018
Q1 		$12K Hold
1,150
– – ﹤0.01% 304
2017
Q4 		$13K Buy
+1,150
New +$13.7K 0.03% 171
2016
Q2 		– Sell
-1,250
Closed -$15K – 418
2016
Q1 		$15K Hold
1,250
– – 0.01% 227
2015
Q4 		$15K Buy
+1,250
New +$14.9K 0.01% 228

Other funds holding EVM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's EVM Position: Q2 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2018, closing a stake of 1,150 shares — an estimated $12K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in EVM in Q4 2015 and held it in 4 quarters. The position peaked at $15K in Q1 2016. 42 funds tracked by Wall St. Rank hold EVM as of Q2 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,150 Eaton Vance California Municipal Bond Fund shares in Q2 2018, an estimated $12K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2015 and held it in 4 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Eaton Vance California Municipal Bond Fund position peaked at $15K in Q1 2016.
  • 42 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2018, filed 2 Aug 2018.