RPCA
EVM

Running Point Capital Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Running Point Capital 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
2023
Q1 		– Sell
-15,000
Closed -$130K – 169
2022
Q4 		$130K Hold
15,000
– – 0.08% 119
2022
Q3 		$128K Hold
15,000
– – 0.08% 112
2022
Q2 		$139K Hold
15,000
– – 0.09% 105
2022
Q1 		$151K Buy
+15,000
New +$159K 0.09% 108

Other funds holding EVM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Running Point Capital Advisors's EVM Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2023, closing a stake of 15,000 shares — an estimated $130K sold.

Running Point Capital Advisors first reported a position in EVM in Q1 2022 and held it in 4 quarters. The position peaked at $151K in Q1 2022. 45 funds tracked by Wall St. Rank hold EVM as of Q1 2023.

  • Running Point Capital Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Running Point Capital Advisors sold 15,000 Eaton Vance California Municipal Bond Fund shares in Q1 2023, an estimated $130K.
  • Running Point Capital Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2022 and held it in 4 quarters.
  • Running Point Capital Advisors's Eaton Vance California Municipal Bond Fund position peaked at $151K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.