Mariner Investment Group’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Mariner Investment Group’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
2023 Q1	–	Sell	-58,242	Closed	-$503K	–	32
2022 Q4	$503K	Sell	58,242 -272	-0.5%	-$2.32K	1.47%	18
2022 Q3	$498K	Buy	58,514 +10,000	+21%	+$92.7K	0.56%	38
2022 Q2	$450K	Buy	+48,514	New	+$451K	0.47%	38
2020 Q1	–	Sell	-14,721	Closed	-$166K	–	59
2019 Q4	$166K	Sell	14,721 -3,217	-18%	-$36.2K	0.19%	75
2019 Q3	$203K	Sell	17,938 -61,620	-77%	-$698K	0.32%	47
2019 Q2	$878K	Sell	79,558 -23,374	-23%	-$252K	1.55%	25
2019 Q1	$1.09M	Buy	102,932 +27,632	+37%	+$287K	1.47%	24
2018 Q4	$745K	Buy	75,300 +300	+0.4%	+$2.97K	1.04%	36
2018 Q3	$747K	Hold	75,000	–	–	1.52%	25
2018 Q2	$775K	Buy	+75,000	New	+$773K	1.67%	20

Other funds holding EVM

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AAM

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Mariner Investment Group's EVM Position: Q1 2023 in Review

Mariner Investment Group sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2023, closing a stake of 58,242 shares — an estimated $503K sold.

Mariner Investment Group first reported a position in EVM in Q2 2018 and held it in 10 quarters. The position peaked at $1.09M in Q1 2019. 45 funds tracked by Wall St. Rank hold EVM as of Q1 2023.

Mariner Investment Group reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
Mariner Investment Group sold 58,242 Eaton Vance California Municipal Bond Fund shares in Q1 2023, an estimated $503K.
Mariner Investment Group first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2018 and held it in 10 quarters.
Mariner Investment Group's Eaton Vance California Municipal Bond Fund position peaked at $1.09M in Q1 2019.
45 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2023.

Based on Mariner Investment Group's 13F filing for Q1 2023, filed 12 May 2023.