Northwestern Mutual Wealth Management
EVM

Northwestern Mutual Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Northwestern Mutual Wealth Management’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
2022
Q4 		– Sell
-4,775
Closed -$41K – 3359
2022
Q3 		$41K Hold
4,775
– – ﹤0.01% 1970
2022
Q2 		$44K Hold
4,775
– – ﹤0.01% 1966
2022
Q1 		$48K Hold
4,775
– – ﹤0.01% 1964
2021
Q4 		$55K Hold
4,775
– – ﹤0.01% 1951
2021
Q3 		$57K Buy
+4,775
New +$57.6K ﹤0.01% 1850
2017
Q1 		– Sell
-1,515
Closed -$17K – 2116
2016
Q4 		$17K Buy
+1,515
New +$17.9K ﹤0.01% 1419

Other funds holding EVM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Northwestern Mutual Wealth Management's EVM Position: Q4 2022 in Review

Northwestern Mutual Wealth Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2022, closing a stake of 4,775 shares — an estimated $41K sold.

Northwestern Mutual Wealth Management first reported a position in EVM in Q4 2016 and held it in 6 quarters. The position peaked at $57K in Q3 2021. 54 funds tracked by Wall St. Rank hold EVM as of Q4 2022.

  • Northwestern Mutual Wealth Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 4,775 Eaton Vance California Municipal Bond Fund shares in Q4 2022, an estimated $41K.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2016 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's Eaton Vance California Municipal Bond Fund position peaked at $57K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2022, filed 21 Feb 2023.