MSL
EVM

Mackay Shields LLC’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Mackay Shields LLC’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
2017
Q2 		– Sell
-101,142
Closed -$1.15M – 130
2017
Q1 		$1.15M Buy
101,142
+2,300
+2% +$26.4K 0.05% 102
2016
Q4 		$1.13M Buy
+98,842
New +$1.17M 0.05% 109

Other funds holding EVM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Mackay Shields LLC's EVM Position: Q2 2017 in Review

Mackay Shields LLC sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2017, closing a stake of 101,142 shares — an estimated $1.15M sold.

Mackay Shields LLC first reported a position in EVM in Q4 2016 and held it in 2 quarters. The position peaked at $1.15M in Q1 2017. 31 funds tracked by Wall St. Rank hold EVM as of Q2 2017.

  • Mackay Shields LLC reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2017 after selling out during the quarter.
  • Mackay Shields LLC sold 101,142 Eaton Vance California Municipal Bond Fund shares in Q2 2017, an estimated $1.15M.
  • Mackay Shields LLC first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2016 and held it in 2 quarters.
  • Mackay Shields LLC's Eaton Vance California Municipal Bond Fund position peaked at $1.15M in Q1 2017.
  • 31 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2017.

Based on Mackay Shields LLC's 13F filing for Q2 2017, filed 13 Jul 2017.