PAM
EVM

Panagora Asset Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Panagora Asset 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
2020
Q4 		– Sell
-302
Closed -$3K – 2840
2020
Q3 		$3K Hold
302
– – ﹤0.01% 2536
2020
Q2 		$3K Hold
302
– – ﹤0.01% 2428
2020
Q1 		$3K Buy
302
+21
+7% +$237 ﹤0.01% 2344
2019
Q4 		$3K Sell
281
-397
-59% -$4.46K ﹤0.01% 2319
2019
Q3 		$8K Buy
+678
New +$7.68K ﹤0.01% 2205

Other funds holding EVM

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Panagora Asset Management's EVM Position: Q4 2020 in Review

Panagora Asset Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2020, closing a stake of 302 shares — an estimated $3K sold.

Panagora Asset Management first reported a position in EVM in Q3 2019 and held it in 5 quarters. The position peaked at $8K in Q3 2019. 46 funds tracked by Wall St. Rank hold EVM as of Q4 2020.

  • Panagora Asset Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Panagora Asset Management sold 302 Eaton Vance California Municipal Bond Fund shares in Q4 2020, an estimated $3K.
  • Panagora Asset Management first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2019 and held it in 5 quarters.
  • Panagora Asset Management's Eaton Vance California Municipal Bond Fund position peaked at $8K in Q3 2019.
  • 46 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2020.

Based on Panagora Asset Management's 13F filing for Q4 2020, filed 10 Feb 2021.