HW
EVM

Hamilton Wealth’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Hamilton Wealth’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
Q3 		– Sell
-11,650
Closed -$108K – 91
2022
Q2 		$108K Buy
11,650
+1,150
+11% +$10.7K 0.04% 68
2022
Q1 		$105K Buy
+10,500
New +$111K 0.05% 74

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hamilton Wealth's EVM Position: Q3 2022 in Review

Hamilton Wealth sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2022, closing a stake of 11,650 shares — an estimated $108K sold.

Hamilton Wealth first reported a position in EVM in Q1 2022 and held it in 2 quarters. The position peaked at $108K in Q2 2022. 48 funds tracked by Wall St. Rank hold EVM as of Q3 2022.

  • Hamilton Wealth reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Hamilton Wealth sold 11,650 Eaton Vance California Municipal Bond Fund shares in Q3 2022, an estimated $108K.
  • Hamilton Wealth first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2022 and held it in 2 quarters.
  • Hamilton Wealth's Eaton Vance California Municipal Bond Fund position peaked at $108K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2022.

Based on Hamilton Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.