RFA
EVM

Reilly Financial Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-5,285
Closed -$66K – 864
2016
Q1 		$66K Hold
5,285
– – 0.01% 337
2015
Q4 		$64K Buy
+5,285
New +$63.1K 0.01% 355

Other funds holding EVM

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

Reilly Financial Advisors's EVM Position: Q4 2021 in Review

Reilly Financial Advisors held its Eaton Vance California Municipal Bond Fund (EVM) position steady in Q4 2021 at 2,311 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Reilly Financial Advisors first reported a position in EVM in Q2 2013 and has held it in 33 quarters since. The position peaked at $73K in Q2 2016. 45 funds tracked by Wall St. Rank hold EVM as of Q4 2021.

  • Reilly Financial Advisors held 2,311 shares of Eaton Vance California Municipal Bond Fund worth $27K as of Q4 2021.
  • Reilly Financial Advisors left its Eaton Vance California Municipal Bond Fund share count unchanged in Q4 2021.
  • Eaton Vance California Municipal Bond Fund made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #512 holding.
  • Reilly Financial Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's Eaton Vance California Municipal Bond Fund position peaked at $73K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.