RCG
EVM

Regatta Capital Group’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Regatta Capital Group’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
2025
Q2 		– Sell
-10,957
Closed -$102K – 215
2025
Q1 		$102K Sell
10,957
-5,113
-32% -$47.9K 0.02% 186
2024
Q4 		$147K Sell
16,070
-6,171
-28% -$58K 0.03% 184
2024
Q3 		$215K Sell
22,241
-31,922
-59% -$307K 0.04% 181
2024
Q2 		$515K Sell
54,163
-1,275
-2% -$12K 0.11% 113
2024
Q1 		$524K Sell
55,438
-1,337
-2% -$12.5K 0.12% 112
2023
Q4 		$519K Sell
56,775
-11,511
-17% -$97.3K 0.14% 104
2023
Q3 		$554K Sell
68,286
-23,644
-26% -$206K 0.18% 93
2023
Q2 		$818K Sell
91,930
-24,829
-21% -$220K 0.26% 76
2023
Q1 		$1.01M Hold
116,759
– – 0.36% 70
2022
Q4 		$1.01M Sell
116,759
-232,795
-67% -$1.99M 0.36% 70
2022
Q3 		$3.24M Buy
349,554
+127,900
+58% +$1.19M 1.32% 13
2022
Q2 		$2.06M Sell
221,654
-120,245
-35% -$1.12M 0.98% 17
2022
Q1 		$3.43M Sell
341,899
-13,959
-4% -$148K 1.18% 18
2021
Q4 		$4.13M Buy
+355,858
New +$4.2M 1.44% 13

Other funds holding EVM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Regatta Capital Group's EVM Position: Q2 2025 in Review

Regatta Capital Group sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2025, closing a stake of 10,957 shares — an estimated $102K sold.

Regatta Capital Group first reported a position in EVM in Q4 2021 and held it in 14 quarters. The position peaked at $4.13M in Q4 2021. 50 funds tracked by Wall St. Rank hold EVM as of Q2 2025.

  • Regatta Capital Group reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Regatta Capital Group sold 10,957 Eaton Vance California Municipal Bond Fund shares in Q2 2025, an estimated $102K.
  • Regatta Capital Group first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2021 and held it in 14 quarters.
  • Regatta Capital Group's Eaton Vance California Municipal Bond Fund position peaked at $4.13M in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2025.

Based on Regatta Capital Group's 13F filing for Q2 2025, filed 15 Jul 2025.