PFA
EVM

Pure Financial Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Pure Financial 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
2014
Q3 		– Sell
-13,400
Closed -$155K – 57
2014
Q2 		$155K Hold
13,400
– – 0.06% 56
2014
Q1 		$146K Hold
13,400
– – 0.06% 52
2013
Q4 		$137K Hold
13,400
– – 0.06% 49
2013
Q3 		$138K Hold
13,400
– – 0.07% 50
2013
Q2 		$146K Buy
+13,400
New +$158K 0.08% 48

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
ACM
Akanthos Capital Management Woodland Hills, California $122M AUM 17.6% 1-Year Est. Return

Pure Financial Advisors's EVM Position: Q3 2014 in Review

Pure Financial Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2014, closing a stake of 13,400 shares — an estimated $155K sold.

Pure Financial Advisors first reported a position in EVM in Q2 2013 and held it in 5 quarters. The position peaked at $155K in Q2 2014. 25 funds tracked by Wall St. Rank hold EVM as of Q3 2014.

  • Pure Financial Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2014 after selling out during the quarter.
  • Pure Financial Advisors sold 13,400 Eaton Vance California Municipal Bond Fund shares in Q3 2014, an estimated $155K.
  • Pure Financial Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2013 and held it in 5 quarters.
  • Pure Financial Advisors's Eaton Vance California Municipal Bond Fund position peaked at $155K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2014.

Based on Pure Financial Advisors's 13F filing for Q3 2014, filed 8 Oct 2014.