Realta Investment Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Realta Investment 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
2021 Q4	–	Sell	-11,000	Closed	-$131K	–	425
2021 Q3	$131K	Hold	11,000	–	–	0.03%	397
2021 Q2	$132K	Hold	11,000	–	–	0.03%	391
2021 Q1	$128K	Sell	11,000 -502	-4%	-$5.79K	0.03%	366
2020 Q4	$135K	Buy	11,502 +83	+0.7%	+$960	0.04%	321
2020 Q3	$130K	Buy	+11,419	New	+$132K	0.04%	300
2020 Q1	–	Sell	-6,386	Closed	-$71K	–	631
2019 Q4	$71K	Hold	6,386	–	–	0.02%	582
2019 Q3	$72K	Buy	+6,386	New	+$72.3K	0.02%	575

Other funds holding EVM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Realta Investment Advisors's EVM Position: Q4 2021 in Review

Realta Investment Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2021, closing a stake of 11,000 shares — an estimated $131K sold.

Realta Investment Advisors first reported a position in EVM in Q3 2019 and held it in 7 quarters. The position peaked at $135K in Q4 2020. 45 funds tracked by Wall St. Rank hold EVM as of Q4 2021.

Realta Investment Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2021 after selling out during the quarter.
Realta Investment Advisors sold 11,000 Eaton Vance California Municipal Bond Fund shares in Q4 2021, an estimated $131K.
Realta Investment Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q3 2019 and held it in 7 quarters.
Realta Investment Advisors's Eaton Vance California Municipal Bond Fund position peaked at $135K in Q4 2020.
45 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2021.

Based on Realta Investment Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.