RMAM
EVM

Raab & Moskowitz Asset Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Raab & Moskowitz Asset Management’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
Q1 		– Sell
-482
Closed -$5K – 248
2019
Q4 		$5K Buy
+482
New +$5.42K ﹤0.01% 448
2018
Q4 		– Sell
-482
Closed -$4K – 259
2018
Q3 		$4K Buy
+482
New +$4.95K ﹤0.01% 470

Other funds holding EVM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raab & Moskowitz Asset Management's EVM Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2020, closing a stake of 482 shares — an estimated $5K sold.

Raab & Moskowitz Asset Management first reported a position in EVM in Q3 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 46 funds tracked by Wall St. Rank hold EVM as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 482 Eaton Vance California Municipal Bond Fund shares in Q1 2020, an estimated $5K.
  • Raab & Moskowitz Asset Management first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's Eaton Vance California Municipal Bond Fund position peaked at $5K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.