LWM
EVM

Liberty Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,394
Closed -$17K – 461
2021
Q3 		$17K Hold
1,394
– – 0.01% 692
2021
Q2 		$17K Buy
+1,394
New +$16.5K 0.01% 541

Other funds holding EVM

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Liberty Wealth Management's EVM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2021, closing a stake of 1,394 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in EVM in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 45 funds tracked by Wall St. Rank hold EVM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,394 Eaton Vance California Municipal Bond Fund shares in Q4 2021, an estimated $17K.
  • Liberty Wealth Management first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Eaton Vance California Municipal Bond Fund position peaked at $17K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.