IE
EVM

Israel Englander’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Israel Englander’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
Q1 		– Sell
-18,700
Closed -$217K – 7051
2021
Q4 		$217K Buy
+18,700
New +$221K ﹤0.01% 5842

Other funds holding EVM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Israel Englander's EVM Position: Q1 2022 in Review

Israel Englander sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2022, closing a stake of 18,700 shares — an estimated $217K sold.

Israel Englander first reported a position in EVM in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 50 funds tracked by Wall St. Rank hold EVM as of Q1 2022.

  • Israel Englander reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Israel Englander sold 18,700 Eaton Vance California Municipal Bond Fund shares in Q1 2022, an estimated $217K.
  • Israel Englander first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2021 and held it in 1 quarter.
  • Israel Englander's Eaton Vance California Municipal Bond Fund position peaked at $217K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2022.

Based on Millennium Management's 13F filing for Q1 2022, filed 16 May 2022.