HKAM
EVM

Horizon Kinetics Asset Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Horizon Kinetics Asset 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
2025
Q3 		– Sell
-10,679
Closed -$95.3K – 348
2025
Q2 		$95.3K Hold
10,679
– – ﹤0.01% 337
2025
Q1 		$99K Hold
10,679
– – ﹤0.01% 331
2024
Q4 		$97.9K Hold
10,679
– – ﹤0.01% 332
2024
Q3 		$103K Buy
+10,679
New +$103K ﹤0.01% 328

Other funds holding EVM

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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horizon Kinetics Asset Management's EVM Position: Q3 2025 in Review

Horizon Kinetics Asset Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2025, closing a stake of 10,679 shares — an estimated $95.3K sold.

Horizon Kinetics Asset Management first reported a position in EVM in Q3 2024 and held it in 4 quarters. The position peaked at $103K in Q3 2024. 53 funds tracked by Wall St. Rank hold EVM as of Q3 2025.

  • Horizon Kinetics Asset Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Horizon Kinetics Asset Management sold 10,679 Eaton Vance California Municipal Bond Fund shares in Q3 2025, an estimated $95.3K.
  • Horizon Kinetics Asset Management first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2024 and held it in 4 quarters.
  • Horizon Kinetics Asset Management's Eaton Vance California Municipal Bond Fund position peaked at $103K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2025.

Based on Horizon Kinetics Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.