LNWWM
EVM

Laird Norton Wetherby Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Laird Norton Wetherby Wealth 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
2019
Q2 		– Sell
-12,032
Closed -$127K – 685
2019
Q1 		$127K Sell
12,032
-8,086
-40% -$84.1K 0.02% 648
2018
Q4 		$199K Buy
20,118
+605
+3% +$5.99K 0.03% 589
2018
Q3 		$194K Hold
19,513
– – 0.02% 626
2018
Q2 		$202K Buy
19,513
+740
+4% +$7.63K 0.03% 603
2018
Q1 		$193K Buy
18,773
+3,753
+25% +$40.7K 0.03% 610
2017
Q4 		$173K Buy
15,020
+1,052
+8% +$12.5K 0.02% 610
2017
Q3 		$168K Hold
13,968
– – 0.03% 585
2017
Q2 		$162K Sell
13,968
-4,538
-25% -$52.6K 0.03% 543
2017
Q1 		$210K Sell
18,506
-40,224
-68% -$461K 0.04% 518
2016
Q4 		$668K Buy
+58,730
New +$694K 0.13% 195

Other funds holding EVM

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EVM Position: Q2 2019 in Review

Laird Norton Wetherby Wealth Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2019, closing a stake of 12,032 shares — an estimated $127K sold.

Laird Norton Wetherby Wealth Management first reported a position in EVM in Q4 2016 and held it in 10 quarters. The position peaked at $668K in Q4 2016. 46 funds tracked by Wall St. Rank hold EVM as of Q2 2019.

  • Laird Norton Wetherby Wealth Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2019 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 12,032 Eaton Vance California Municipal Bond Fund shares in Q2 2019, an estimated $127K.
  • Laird Norton Wetherby Wealth Management first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2016 and held it in 10 quarters.
  • Laird Norton Wetherby Wealth Management's Eaton Vance California Municipal Bond Fund position peaked at $668K in Q4 2016.
  • 46 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2019, filed 25 Jul 2019.