PCA
EVM

Peddock Capital Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Peddock Capital Advisors’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
Q1 		– Sell
-11,201
Closed -$130K – 160
2021
Q4 		$130K Hold
11,201
– – 0.04% 144
2021
Q3 		$134K Hold
11,201
– – 0.05% 139
2021
Q2 		$135K Sell
11,201
-3,999
-26% -$47.3K 0.05% 144
2021
Q1 		$177K Buy
+15,200
New +$175K 0.07% 145

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peddock Capital Advisors's EVM Position: Q1 2022 in Review

Peddock Capital Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2022, closing a stake of 11,201 shares — an estimated $130K sold.

Peddock Capital Advisors first reported a position in EVM in Q1 2021 and held it in 4 quarters. The position peaked at $177K in Q1 2021. 50 funds tracked by Wall St. Rank hold EVM as of Q1 2022.

  • Peddock Capital Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Peddock Capital Advisors sold 11,201 Eaton Vance California Municipal Bond Fund shares in Q1 2022, an estimated $130K.
  • Peddock Capital Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2021 and held it in 4 quarters.
  • Peddock Capital Advisors's Eaton Vance California Municipal Bond Fund position peaked at $177K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2022.

Based on Peddock Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.