MCA
EVM

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

Magnolia Capital 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
Q2 		– Sell
-216,257
Closed -$2.17M – 146
2022
Q1 		$2.17M Buy
+216,257
New +$2.29M 0.85% 33

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Magnolia Capital Advisors's EVM Position: Q2 2022 in Review

Magnolia Capital Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2022, closing a stake of 216,257 shares — an estimated $2.17M sold.

Magnolia Capital Advisors first reported a position in EVM in Q1 2022 and held it in 1 quarter. The position peaked at $2.17M in Q1 2022. 51 funds tracked by Wall St. Rank hold EVM as of Q2 2022.

  • Magnolia Capital Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Magnolia Capital Advisors sold 216,257 Eaton Vance California Municipal Bond Fund shares in Q2 2022, an estimated $2.17M.
  • Magnolia Capital Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2022 and held it in 1 quarter.
  • Magnolia Capital Advisors's Eaton Vance California Municipal Bond Fund position peaked at $2.17M in Q1 2022.
  • 51 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2022.

Based on Magnolia Capital Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.