IA
CEV

IFP Advisors’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

IFP Advisors’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
2018
Q4 		– Sell
-907
Closed -$10K – 3558
2018
Q3 		$10K Buy
907
+10
+1% +$114 ﹤0.01% 2842
2018
Q2 		$10K Buy
897
+17
+2% +$194 ﹤0.01% 2880
2018
Q1 		$11K Hold
880
– – ﹤0.01% 2715
2017
Q4 		$11K Buy
880
+8
+0.9% +$98 ﹤0.01% 2754
2017
Q3 		$11K Buy
872
+8
+0.9% +$101 ﹤0.01% 2955
2017
Q2 		$11K Buy
864
+9
+1% +$113 ﹤0.01% 2941
2017
Q1 		$10K Buy
855
+9
+1% +$112 ﹤0.01% 2903
2016
Q4 		$10K Buy
846
+8
+1% +$102 ﹤0.01% 2885
2016
Q3 		$12K Buy
838
+9
+1% +$127 ﹤0.01% 2702
2016
Q2 		$12K Buy
+829
New +$11.7K ﹤0.01% 2645
2016
Q1 		– Sell
-810
Closed -$11K – 2512
2015
Q4 		$11K Buy
+810
New +$10.6K ﹤0.01% 2514

Other funds holding CEV

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's CEV Position: Q4 2018 in Review

IFP Advisors sold out of Eaton Vance California Municipal Income Trust (CEV) in Q4 2018, closing a stake of 907 shares — an estimated $10K sold.

IFP Advisors first reported a position in CEV in Q4 2015 and held it in 11 quarters. The position peaked at $12K in Q3 2016. 27 funds tracked by Wall St. Rank hold CEV as of Q4 2018.

  • IFP Advisors reported no remaining Eaton Vance California Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 907 Eaton Vance California Municipal Income Trust shares in Q4 2018, an estimated $10K.
  • IFP Advisors first reported a position in Eaton Vance California Municipal Income Trust in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's Eaton Vance California Municipal Income Trust position peaked at $12K in Q3 2016.
  • 27 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.