PFG
CEV

Putney Financial Group’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Putney Financial Group’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-300
Closed -$2.91K – 112
2025
Q2 		$2.91K Hold
300
– – ﹤0.01% 263
2025
Q1 		$3.01K Hold
300
– – ﹤0.01% 254
2024
Q4 		$3.01K Buy
+300
New +$3.15K ﹤0.01% 269

Other funds holding CEV

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Putney Financial Group's CEV Position: Q3 2025 in Review

Putney Financial Group sold out of Eaton Vance California Municipal Income Trust (CEV) in Q3 2025, closing a stake of 300 shares — an estimated $2.91K sold.

Putney Financial Group first reported a position in CEV in Q4 2024 and held it in 3 quarters. The position peaked at $3.01K in Q4 2024. 35 funds tracked by Wall St. Rank hold CEV as of Q3 2025.

  • Putney Financial Group reported no remaining Eaton Vance California Municipal Income Trust position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 300 Eaton Vance California Municipal Income Trust shares in Q3 2025, an estimated $2.91K.
  • Putney Financial Group first reported a position in Eaton Vance California Municipal Income Trust in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Eaton Vance California Municipal Income Trust position peaked at $3.01K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.