Lido Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Lido Advisors’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	-18,934	Closed	-$219K	–	1025
2021 Q4	$219K	Sell	18,934 -1,513	-7%	-$17.9K	﹤0.01%	935
2021 Q3	$244K	Hold	20,447	–	–	﹤0.01%	815
2021 Q2	$245K	Hold	20,447	–	–	﹤0.01%	797
2021 Q1	$238K	Buy	20,447 +6	+0%	+$69	﹤0.01%	751
2020 Q4	$240K	Buy	20,441 +1,507	+8%	+$17.4K	0.01%	694
2020 Q3	$215K	Hold	18,934	–	–	0.01%	571
2020 Q2	$211K	Hold	18,934	–	–	0.01%	538
2020 Q1	$200K	Hold	18,934	–	–	0.01%	521
2019 Q4	$213K	Sell	18,934 -1,000	-5%	-$11.2K	0.01%	609
2019 Q3	$226K	Buy	19,934 +1,000	+5%	+$11.3K	0.01%	524
2019 Q2	$208K	Hold	18,934	–	–	0.01%	509
2019 Q1	$199K	Hold	18,934	–	–	0.01%	500
2018 Q4	$187K	Sell	18,934 -1,674	-8%	-$16.6K	0.02%	411
2018 Q3	$205K	Hold	20,608	–	–	0.02%	417
2018 Q2	$212K	Hold	20,608	–	–	0.02%	393
2018 Q1	$211K	Hold	20,608	–	–	0.03%	354
2017 Q4	$237K	Hold	20,608	–	–	0.03%	262
2017 Q3	$243K	Hold	20,608	–	–	0.04%	237
2017 Q2	$239K	Hold	20,608	–	–	0.05%	217
2017 Q1	$238K	Hold	20,608	–	–	0.07%	194
2016 Q4	$235K	Hold	20,608	–	–	0.06%	174
2016 Q3	$279K	Hold	20,608	–	–	0.09%	109
2016 Q2	$284K	Hold	20,608	–	–	0.09%	117
2016 Q1	$259K	Buy	+20,608	New	+$259K	0.09%	110

Other funds holding EVM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $6.01B AUM 24.74% 1-Year Est. Return

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's EVM Position: Q1 2022 in Review

Lido Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2022, closing a stake of 18,934 shares — an estimated $219K sold.

Lido Advisors first reported a position in EVM in Q1 2016 and held it in 24 quarters. The position peaked at $284K in Q2 2016. 50 funds tracked by Wall St. Rank hold EVM as of Q1 2022.

Lido Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
Lido Advisors sold 18,934 Eaton Vance California Municipal Bond Fund shares in Q1 2022, an estimated $219K.
Lido Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2016 and held it in 24 quarters.
Lido Advisors's Eaton Vance California Municipal Bond Fund position peaked at $284K in Q2 2016.
50 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2022.

Based on Lido Advisors's 13F filing for Q1 2022, filed 17 May 2022.