IA
EVM

IFP Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

IFP Advisors’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
2019
Q1 		– Sell
-3,263
Closed -$32K – 2666
2018
Q4 		$32K Buy
3,263
+818
+33% +$8.1K ﹤0.01% 1863
2018
Q3 		$24K Buy
2,445
+10
+0.4% +$103 ﹤0.01% 2354
2018
Q2 		$25K Buy
2,435
+21
+0.9% +$216 ﹤0.01% 2331
2018
Q1 		$28K Hold
2,414
– – ﹤0.01% 2175
2017
Q4 		$28K Sell
2,414
-2,760
-53% -$32.8K ﹤0.01% 2203
2017
Q3 		$62K Buy
5,174
+10
+0.2% +$120 ﹤0.01% 1858
2017
Q2 		$60K Buy
5,164
+11
+0.2% +$128 ﹤0.01% 1835
2017
Q1 		$59K Buy
5,153
+10
+0.2% +$115 ﹤0.01% 1826
2016
Q4 		$59K Sell
5,143
-1,049
-17% -$12.4K ﹤0.01% 1775
2016
Q3 		$84K Buy
6,192
+23
+0.4% +$318 ﹤0.01% 1470
2016
Q2 		$85K Buy
+6,169
New +$80.3K ﹤0.01% 1430
2016
Q1 		– Sell
-3,368
Closed -$41K – 2686
2015
Q4 		$41K Buy
+3,368
New +$40.2K ﹤0.01% 1732

Other funds holding EVM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's EVM Position: Q1 2019 in Review

IFP Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2019, closing a stake of 3,263 shares — an estimated $32K sold.

IFP Advisors first reported a position in EVM in Q4 2015 and held it in 12 quarters. The position peaked at $85K in Q2 2016. 46 funds tracked by Wall St. Rank hold EVM as of Q1 2019.

  • IFP Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 3,263 Eaton Vance California Municipal Bond Fund shares in Q1 2019, an estimated $32K.
  • IFP Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Eaton Vance California Municipal Bond Fund position peaked at $85K in Q2 2016.
  • 46 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.