RJFSA
EVM

Raymond James Financial Services Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Raymond James Financial Services 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
Q4 		– Sell
-10,403
Closed -$89K – 3306
2022
Q3 		$89K Hold
10,403
– – ﹤0.01% 3012
2022
Q2 		$96K Hold
10,403
– – ﹤0.01% 3020
2022
Q1 		$104K Sell
10,403
-2,050
-16% -$21.7K ﹤0.01% 3108
2021
Q4 		$144K Hold
12,453
– – ﹤0.01% 3066
2021
Q3 		$149K Hold
12,453
– – ﹤0.01% 3055
2021
Q2 		$149K Hold
12,453
– – ﹤0.01% 3080
2021
Q1 		$145K Buy
12,453
+850
+7% +$9.81K ﹤0.01% 2989
2020
Q4 		$136K Buy
11,603
+1,200
+12% +$13.9K ﹤0.01% 2814
2020
Q3 		$118K Hold
10,403
– – ﹤0.01% 2665
2020
Q2 		$116K Hold
10,403
– – ﹤0.01% 2616
2020
Q1 		$110K Sell
10,403
-3,078
-23% -$34.8K ﹤0.01% 2219
2019
Q4 		$152K Hold
13,481
– – ﹤0.01% 2637
2019
Q3 		$153K Sell
13,481
-613
-4% -$6.94K ﹤0.01% 2560
2019
Q2 		$155K Hold
14,094
– – ﹤0.01% 2599
2019
Q1 		$149K Sell
14,094
-1,205
-8% -$12.5K ﹤0.01% 2573
2018
Q4 		$151K Buy
15,299
+4,896
+47% +$48.5K ﹤0.01% 2332
2018
Q3 		$104K Sell
10,403
-7,797
-43% -$80K ﹤0.01% 2655
2018
Q2 		$188K Sell
18,200
-2,100
-10% -$21.6K ﹤0.01% 2502
2018
Q1 		$208K Sell
20,300
-1,800
-8% -$19.5K ﹤0.01% 2233
2017
Q4 		$254K Hold
22,100
– – ﹤0.01% 2112
2017
Q3 		$266K Buy
22,100
+1,100
+5% +$13.2K ﹤0.01% 2097
2017
Q2 		$244K Buy
+21,000
New +$243K ﹤0.01% 2084
2017
Q1 		– Sell
-39,500
Closed -$450K – 2452
2016
Q4 		$450K Sell
39,500
-311
-0.8% -$3.67K ﹤0.01% 1581
2016
Q3 		$540K Hold
39,811
– – ﹤0.01% 1458
2016
Q2 		$550K Buy
39,811
+500
+1% +$6.51K 0.01% 1372
2016
Q1 		$495K Hold
39,311
– – 0.01% 1258
2015
Q4 		$478K Buy
+39,311
New +$470K 0.01% 1218

Other funds holding EVM

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Raymond James Financial Services Advisors's EVM Position: Q4 2022 in Review

Raymond James Financial Services Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2022, closing a stake of 10,403 shares — an estimated $89K sold.

Raymond James Financial Services Advisors first reported a position in EVM in Q4 2015 and held it in 27 quarters. The position peaked at $550K in Q2 2016. 54 funds tracked by Wall St. Rank hold EVM as of Q4 2022.

  • Raymond James Financial Services Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 10,403 Eaton Vance California Municipal Bond Fund shares in Q4 2022, an estimated $89K.
  • Raymond James Financial Services Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2015 and held it in 27 quarters.
  • Raymond James Financial Services Advisors's Eaton Vance California Municipal Bond Fund position peaked at $550K in Q2 2016.
  • 54 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.