NPC
EVM

National Planning Corporation’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,333
Closed -$15.9K – 1076
2014
Q4 		$15.9K Buy
+1,333
New +$15.6K ﹤0.01% 1832

Other funds holding EVM

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Planning Corporation's EVM Position: Q1 2015 in Review

National Planning Corporation sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2015, closing a stake of 1,333 shares — an estimated $15.9K sold.

National Planning Corporation first reported a position in EVM in Q4 2014 and held it in 1 quarter. The position peaked at $15.9K in Q4 2014. 21 funds tracked by Wall St. Rank hold EVM as of Q1 2015.

  • National Planning Corporation reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,333 Eaton Vance California Municipal Bond Fund shares in Q1 2015, an estimated $15.9K.
  • National Planning Corporation first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Eaton Vance California Municipal Bond Fund position peaked at $15.9K in Q4 2014.
  • 21 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.