NWM
CEV

Napa Wealth Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Napa Wealth Management’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
2025
Q3 		$162K Hold
16,108
– – 0.08% 147
2025
Q2 		$156K Hold
16,108
– – 0.07% 131
2025
Q1 		$161K Sell
16,108
-2,385
-13% -$24.2K 0.09% 156
2024
Q4 		$186K Sell
18,493
-19
-0.1% -$200 0.08% 165
2024
Q3 		$201K Sell
18,512
-6,617
-26% -$72.6K 0.1% 152
2024
Q2 		$273K Sell
25,129
-38,205
-60% -$405K 0.18% 87
2024
Q1 		$672K Sell
63,334
-1,000
-2% -$10.5K 0.35% 24
2023
Q4 		$665K Buy
+64,334
New +$617K 0.36% 57

Other funds holding CEV

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Napa Wealth Management's CEV Position: Q3 2025 in Review

Napa Wealth Management held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q3 2025 at 16,108 shares worth $162K. The position accounts for 0.08% of the portfolio, ranked #147.

Napa Wealth Management first reported a position in CEV in Q4 2023 and has held it in 8 quarters since. The position peaked at $672K in Q1 2024. 35 funds tracked by Wall St. Rank hold CEV as of Q3 2025.

  • Napa Wealth Management held 16,108 shares of Eaton Vance California Municipal Income Trust worth $162K as of Q3 2025.
  • Napa Wealth Management left its Eaton Vance California Municipal Income Trust share count unchanged in Q3 2025.
  • Eaton Vance California Municipal Income Trust made up 0.08% of Napa Wealth Management's portfolio in Q3 2025, its #147 holding.
  • Napa Wealth Management first reported a position in Eaton Vance California Municipal Income Trust in Q4 2023 and has held it in 8 quarters since.
  • Napa Wealth Management's Eaton Vance California Municipal Income Trust position peaked at $672K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.