SWM
EVM

SeaCrest Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-5,178
Closed -$48K – 890
2022
Q2 		$48K Buy
+5,178
New +$48.2K 0.01% 1132

Other funds holding EVM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SeaCrest Wealth Management's EVM Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2022, closing a stake of 5,178 shares — an estimated $48K sold.

SeaCrest Wealth Management first reported a position in EVM in Q2 2022 and held it in 1 quarter. The position peaked at $48K in Q2 2022. 48 funds tracked by Wall St. Rank hold EVM as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,178 Eaton Vance California Municipal Bond Fund shares in Q3 2022, an estimated $48K.
  • SeaCrest Wealth Management first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Eaton Vance California Municipal Bond Fund position peaked at $48K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.