JY
CEV

Jeff Yass’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Jeff Yass’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
2023
Q4 		– Sell
-10,757
Closed -$98.5K – 12420
2023
Q3 		$98.5K Buy
+10,757
New +$105K ﹤0.01% 10935
2019
Q4 		– Sell
-14,176
Closed -$191K – 9771
2019
Q3 		$191K Buy
+14,176
New +$186K ﹤0.01% 9133

Other funds holding CEV

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 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
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jeff Yass's CEV Position: Q4 2023 in Review

Jeff Yass sold out of Eaton Vance California Municipal Income Trust (CEV) in Q4 2023, closing a stake of 10,757 shares — an estimated $98.5K sold.

Jeff Yass first reported a position in CEV in Q3 2019 and held it in 2 quarters. The position peaked at $191K in Q3 2019. 29 funds tracked by Wall St. Rank hold CEV as of Q4 2023.

  • Jeff Yass reported no remaining Eaton Vance California Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • Jeff Yass sold 10,757 Eaton Vance California Municipal Income Trust shares in Q4 2023, an estimated $98.5K.
  • Jeff Yass first reported a position in Eaton Vance California Municipal Income Trust in Q3 2019 and held it in 2 quarters.
  • Jeff Yass's Eaton Vance California Municipal Income Trust position peaked at $191K in Q3 2019.
  • 29 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q4 2023.

Based on Susquehanna International Group's 13F filing for Q4 2023, filed 14 Feb 2024.