LSC
CEV

Logan Stone Capital’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Logan Stone Capital’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,324
Closed -$114K – 154
2025
Q3 		$114K Sell
11,324
-27,070
-71% -$261K 0.05% 64
2025
Q2 		$372K Sell
38,394
-23,631
-38% -$229K 0.18% 56
2025
Q1 		$621K Buy
62,025
+6,567
+12% +$66.7K 0.29% 54
2024
Q4 		$557K Sell
55,458
-29,099
-34% -$306K 0.19% 76
2024
Q3 		$919K Sell
84,557
-12,122
-13% -$133K 0.23% 78
2024
Q2 		$1.05M Sell
96,679
-28,194
-23% -$299K 0.27% 86
2024
Q1 		$1.32M Sell
124,873
-34,324
-22% -$361K 0.28% 71
2023
Q4 		$1.65M Sell
159,197
-35,583
-18% -$341K 0.33% 78
2023
Q3 		$1.78M Buy
194,780
+54,427
+39% +$533K 0.49% 53
2023
Q2 		$1.4M Buy
140,353
+9,350
+7% +$93.8K 0.48% 62
2023
Q1 		$1.34M Buy
131,003
+9,500
+8% +$96.7K 0.53% 69
2022
Q4 		$1.21M Buy
121,503
+68,018
+127% +$659K 0.45% 75
2022
Q3 		$513K Buy
+53,485
New +$568K 0.34% 69
2022
Q2 		– Sell
-28,672
Closed -$329K – 135
2022
Q1 		$329K Buy
+28,672
New +$356K 0.24% 93

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Logan Stone Capital's CEV Position: Q4 2025 in Review

Logan Stone Capital sold out of Eaton Vance California Municipal Income Trust (CEV) in Q4 2025, closing a stake of 11,324 shares — an estimated $114K sold.

Logan Stone Capital first reported a position in CEV in Q1 2022 and held it in 14 quarters. The position peaked at $1.78M in Q3 2023. 33 funds tracked by Wall St. Rank hold CEV as of Q4 2025.

  • Logan Stone Capital reported no remaining Eaton Vance California Municipal Income Trust position as of Q4 2025 after selling out during the quarter.
  • Logan Stone Capital sold 11,324 Eaton Vance California Municipal Income Trust shares in Q4 2025, an estimated $114K.
  • Logan Stone Capital first reported a position in Eaton Vance California Municipal Income Trust in Q1 2022 and held it in 14 quarters.
  • Logan Stone Capital's Eaton Vance California Municipal Income Trust position peaked at $1.78M in Q3 2023.
  • 33 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q4 2025.

Based on Logan Stone Capital's 13F filing for Q4 2025, filed 17 Feb 2026.