SA
EVM

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

Scarborough 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
2024
Q3 		– Sell
-5
Closed -$48 – 235
2024
Q2 		$48 Hold
5
– – ﹤0.01% 438
2024
Q1 		$47 Hold
5
– – ﹤0.01% 405
2023
Q4 		$45 Buy
+5
New +$42 ﹤0.01% 713

Other funds holding EVM

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SIA
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RCM
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Deutsche Bank
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GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Scarborough Advisors's EVM Position: Q3 2024 in Review

Scarborough Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2024, closing a stake of 5 shares — an estimated $48 sold.

Scarborough Advisors first reported a position in EVM in Q4 2023 and held it in 3 quarters. The position peaked at $48 in Q2 2024. 53 funds tracked by Wall St. Rank hold EVM as of Q3 2024.

  • Scarborough Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Scarborough Advisors sold 5 Eaton Vance California Municipal Bond Fund shares in Q3 2024, an estimated $48.
  • Scarborough Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2023 and held it in 3 quarters.
  • Scarborough Advisors's Eaton Vance California Municipal Bond Fund position peaked at $48 in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.