PAG
EVM

Private Advisor Group’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Private Advisor Group’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
Q3 		– Sell
-750
Closed -$8K – 2148
2020
Q2 		$8K Buy
+750
New +$8.08K ﹤0.01% 3021

Other funds holding EVM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Private Advisor Group's EVM Position: Q3 2020 in Review

Private Advisor Group sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2020, closing a stake of 750 shares — an estimated $8K sold.

Private Advisor Group first reported a position in EVM in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 43 funds tracked by Wall St. Rank hold EVM as of Q3 2020.

  • Private Advisor Group reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 750 Eaton Vance California Municipal Bond Fund shares in Q3 2020, an estimated $8K.
  • Private Advisor Group first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Eaton Vance California Municipal Bond Fund position peaked at $8K in Q2 2020.
  • 43 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.