PAS
EVM

Partnervest Advisory Services’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Partnervest Advisory Services’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
2013
Q3 		– Sell
-1,500
Closed -$16K – 1022
2013
Q2 		$16K Buy
+1,500
New +$17.7K 0.01% 478

Other funds holding EVM

KIM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Partnervest Advisory Services's EVM Position: Q3 2013 in Review

Partnervest Advisory Services sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2013, closing a stake of 1,500 shares — an estimated $16K sold.

Partnervest Advisory Services first reported a position in EVM in Q2 2013 and held it in 1 quarter. The position peaked at $16K in Q2 2013. 27 funds tracked by Wall St. Rank hold EVM as of Q3 2013.

  • Partnervest Advisory Services reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 1,500 Eaton Vance California Municipal Bond Fund shares in Q3 2013, an estimated $16K.
  • Partnervest Advisory Services first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's Eaton Vance California Municipal Bond Fund position peaked at $16K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2013.

Based on Partnervest Advisory Services's 13F filing for Q3 2013, filed 5 Nov 2013.