Lindbrook Capital’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Lindbrook Capital’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
2020 Q3	–	Sell	-3,000	Closed	-$34.6K	–	1774
2020 Q2	$33K	Buy	3,000 +250	+9%	+$2.69K	0.01%	461
2020 Q1	$29K	Hold	2,750	–	–	0.01%	436
2019 Q4	$31K	Buy	2,750 +2,000	+267%	+$22.5K	0.01%	588
2019 Q3	$8K	Sell	750 -2,250	-75%	-$25.5K	﹤0.01%	951
2019 Q2	$33K	Hold	3,000	–	–	0.01%	542
2019 Q1	$31K	Hold	3,000	–	–	0.01%	546
2018 Q4	$29K	Buy	+3,000	New	+$29.7K	0.01%	500

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Lindbrook Capital's EVM Position: Q3 2020 in Review

Lindbrook Capital sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2020, closing a stake of 3,000 shares — an estimated $34.6K sold.

Lindbrook Capital first reported a position in EVM in Q4 2018 and held it in 7 quarters. The position peaked at $33K in Q2 2020. 43 funds tracked by Wall St. Rank hold EVM as of Q3 2020.

Lindbrook Capital reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2020 after selling out during the quarter.
Lindbrook Capital sold 3,000 Eaton Vance California Municipal Bond Fund shares in Q3 2020, an estimated $34.6K.
Lindbrook Capital first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2018 and held it in 7 quarters.
Lindbrook Capital's Eaton Vance California Municipal Bond Fund position peaked at $33K in Q2 2020.
43 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2020.

Based on Lindbrook Capital's 13F filing for Q3 2020, filed 3 Nov 2020.