SA
CEV

Sanctuary Advisors’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Sanctuary Advisors’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-31,126
Closed -$316K – 2222
2024
Q4 		$316K Hold
31,126
– – ﹤0.01% 1964
2024
Q3 		$324K Sell
31,126
-559
-2% -$6.14K ﹤0.01% 1943
2024
Q2 		$328K Buy
+31,685
New +$336K ﹤0.01% 1907

Other funds holding CEV

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors's CEV Position: Q1 2025 in Review

Sanctuary Advisors sold out of Eaton Vance California Municipal Income Trust (CEV) in Q1 2025, closing a stake of 31,126 shares — an estimated $316K sold.

Sanctuary Advisors first reported a position in CEV in Q2 2024 and held it in 3 quarters. The position peaked at $328K in Q2 2024. 32 funds tracked by Wall St. Rank hold CEV as of Q1 2025.

  • Sanctuary Advisors reported no remaining Eaton Vance California Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 31,126 Eaton Vance California Municipal Income Trust shares in Q1 2025, an estimated $316K.
  • Sanctuary Advisors first reported a position in Eaton Vance California Municipal Income Trust in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Eaton Vance California Municipal Income Trust position peaked at $328K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.