Orion Capital Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Orion Capital 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 Q3	–	Sell	-12,000	Closed	-$111K	–	411
2022 Q2	$111K	Hold	12,000	–	–	0.09%	141
2022 Q1	$120K	Hold	12,000	–	–	0.07%	157
2021 Q4	$139K	Hold	12,000	–	–	0.08%	145
2021 Q3	$143K	Hold	12,000	–	–	0.09%	137
2021 Q2	$144K	Hold	12,000	–	–	0.09%	128
2021 Q1	$140K	Hold	12,000	–	–	0.1%	120
2020 Q4	$141K	Buy	+12,000	New	+$139K	0.1%	103

Other funds holding EVM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Capital Management's EVM Position: Q3 2022 in Review

Orion Capital Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2022, closing a stake of 12,000 shares — an estimated $111K sold.

Orion Capital Management first reported a position in EVM in Q4 2020 and held it in 7 quarters. The position peaked at $144K in Q2 2021. 48 funds tracked by Wall St. Rank hold EVM as of Q3 2022.

Orion Capital Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2022 after selling out during the quarter.
Orion Capital Management sold 12,000 Eaton Vance California Municipal Bond Fund shares in Q3 2022, an estimated $111K.
Orion Capital Management first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2020 and held it in 7 quarters.
Orion Capital Management's Eaton Vance California Municipal Bond Fund position peaked at $144K in Q2 2021.
48 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2022.

Based on Orion Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.