MIAN
EVM

Mariner Independent Advisor Network’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Mariner Independent Advisor Network’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
Q3 		$599K Sell
70,437
-63,177
-47% -$586K 0.03% 444
2022
Q2 		$1.25M Buy
133,614
+64,344
+93% +$599K 0.05% 329
2022
Q1 		$692K Buy
+69,270
New +$735K 0.03% 407

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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

Mariner Independent Advisor Network's EVM Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Eaton Vance California Municipal Bond Fund (EVM) stake by 47% in Q3 2022, selling an estimated $586K and leaving 70,437 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #444.

Mariner Independent Advisor Network first reported a position in EVM in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.25M in Q2 2022. 48 funds tracked by Wall St. Rank hold EVM as of Q3 2022.

  • Mariner Independent Advisor Network held 70,437 shares of Eaton Vance California Municipal Bond Fund worth $599K as of Q3 2022.
  • Mariner Independent Advisor Network sold 63,177 Eaton Vance California Municipal Bond Fund shares in Q3 2022, an estimated $586K.
  • Eaton Vance California Municipal Bond Fund made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #444 holding.
  • Mariner Independent Advisor Network first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2022 and has held it in 3 quarters since.
  • Mariner Independent Advisor Network's Eaton Vance California Municipal Bond Fund position peaked at $1.25M in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.