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

Northwestern Mutual 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	–	Sell	-5,386	Closed	-$52.2K	–	3846
2025 Q2	$52.2K	Buy	+5,386	New	+$52.2K	﹤0.01%	2241
2022 Q4	–	Sell	-7,412	Closed	-$71K	–	3340
2022 Q3	$71K	Hold	7,412	–	–	﹤0.01%	1765
2022 Q2	$79K	Hold	7,412	–	–	﹤0.01%	1738
2022 Q1	$85K	Buy	7,412 +3,249	+78%	+$40.3K	﹤0.01%	1778
2021 Q4	$56K	Buy	4,163 +1,612	+63%	+$22.1K	﹤0.01%	1944
2021 Q3	$35K	Sell	2,551 -1,834	-42%	-$25.7K	﹤0.01%	2017
2021 Q2	$61K	Buy	+4,385	New	+$59.6K	﹤0.01%	1778

Other funds holding CEV

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Northwestern Mutual Wealth Management's CEV Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of Eaton Vance California Municipal Income Trust (CEV) in Q3 2025, closing a stake of 5,386 shares — an estimated $52.2K sold.

Northwestern Mutual Wealth Management first reported a position in CEV in Q2 2021 and held it in 7 quarters. The position peaked at $85K in Q1 2022. 35 funds tracked by Wall St. Rank hold CEV as of Q3 2025.

Northwestern Mutual Wealth Management reported no remaining Eaton Vance California Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 5,386 Eaton Vance California Municipal Income Trust shares in Q3 2025, an estimated $52.2K.
Northwestern Mutual Wealth Management first reported a position in Eaton Vance California Municipal Income Trust in Q2 2021 and held it in 7 quarters.
Northwestern Mutual Wealth Management's Eaton Vance California Municipal Income Trust position peaked at $85K in Q1 2022.
35 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.