MA
EVM

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

MUFG Americas’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
2020
Q4 		– Sell
-28,370
Closed -$322K – 794
2020
Q3 		$322K Hold
28,370
– – 0.01% 348
2020
Q2 		$515K Hold
28,370
– – 0.01% 306
2020
Q1 		$299K Buy
+28,370
New +$321K 0.01% 343

Other funds holding EVM

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MUFG Americas's EVM Position: Q4 2020 in Review

MUFG Americas sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2020, closing a stake of 28,370 shares — an estimated $322K sold.

MUFG Americas first reported a position in EVM in Q1 2020 and held it in 3 quarters. The position peaked at $515K in Q2 2020. 46 funds tracked by Wall St. Rank hold EVM as of Q4 2020.

  • MUFG Americas reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2020 after selling out during the quarter.
  • MUFG Americas sold 28,370 Eaton Vance California Municipal Bond Fund shares in Q4 2020, an estimated $322K.
  • MUFG Americas first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2020 and held it in 3 quarters.
  • MUFG Americas's Eaton Vance California Municipal Bond Fund position peaked at $515K in Q2 2020.
  • 46 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2020.

Based on MUFG Americas's 13F filing for Q4 2020, filed 3 Feb 2021.