LWAC
EVM

Laurel Wealth Advisors (California)’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-26,912
Closed -$305K – 455
2019
Q3 		$305K Buy
+26,912
New +$305K 0.05% 336

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EVM Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2019, closing a stake of 26,912 shares — an estimated $305K sold.

Laurel Wealth Advisors (California) first reported a position in EVM in Q3 2019 and held it in 1 quarter. The position peaked at $305K in Q3 2019. 51 funds tracked by Wall St. Rank hold EVM as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 26,912 Eaton Vance California Municipal Bond Fund shares in Q4 2019, an estimated $305K.
  • Laurel Wealth Advisors (California) first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Eaton Vance California Municipal Bond Fund position peaked at $305K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.