MA
CEV

MUFG Americas’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

MUFG Americas’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-9,240
Closed -$109K – 1099
2013
Q3 		$109K Hold
9,240
– – ﹤0.01% 585
2013
Q2 		$113K Buy
+9,240
New +$125K ﹤0.01% 1002

Other funds holding CEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MUFG Americas's CEV Position: Q4 2013 in Review

MUFG Americas sold out of Eaton Vance California Municipal Income Trust (CEV) in Q4 2013, closing a stake of 9,240 shares — an estimated $109K sold.

MUFG Americas first reported a position in CEV in Q2 2013 and held it in 2 quarters. The position peaked at $113K in Q2 2013. 21 funds tracked by Wall St. Rank hold CEV as of Q4 2013.

  • MUFG Americas reported no remaining Eaton Vance California Municipal Income Trust position as of Q4 2013 after selling out during the quarter.
  • MUFG Americas sold 9,240 Eaton Vance California Municipal Income Trust shares in Q4 2013, an estimated $109K.
  • MUFG Americas first reported a position in Eaton Vance California Municipal Income Trust in Q2 2013 and held it in 2 quarters.
  • MUFG Americas's Eaton Vance California Municipal Income Trust position peaked at $113K in Q2 2013.
  • 21 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q4 2013.

Based on MUFG Americas's 13F filing for Q4 2013, filed 11 Feb 2014.