Mariner
EVM

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

Mariner’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
-30,037
Closed -$260K – 2819
2022
Q4 		$260K Buy
+30,037
New +$256K ﹤0.01% 2145

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner's EVM Position: Q1 2023 in Review

Mariner sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2023, closing a stake of 30,037 shares — an estimated $260K sold.

Mariner first reported a position in EVM in Q4 2022 and held it in 1 quarter. The position peaked at $260K in Q4 2022. 45 funds tracked by Wall St. Rank hold EVM as of Q1 2023.

  • Mariner reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Mariner sold 30,037 Eaton Vance California Municipal Bond Fund shares in Q1 2023, an estimated $260K.
  • Mariner first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2022 and held it in 1 quarter.
  • Mariner's Eaton Vance California Municipal Bond Fund position peaked at $260K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2023.

Based on Mariner's 13F filing for Q1 2023, filed 15 May 2023.