SIA
CEV

Sit Investment Associates’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Sit Investment Associates’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
-79,028
Closed -$793K – 525
2024
Q4 		$793K Sell
79,028
-3,279
-4% -$34.5K 0.02% 397
2024
Q3 		$895K Sell
82,307
-309,724
-79% -$3.4M 0.02% 391
2024
Q2 		$4.26M Buy
392,031
+16,275
+4% +$173K 0.1% 212
2024
Q1 		$3.99M Buy
375,756
+60,054
+19% +$631K 0.09% 222
2023
Q4 		$3.26M Buy
315,702
+244,585
+344% +$2.35M 0.08% 252
2023
Q3 		$651K Buy
71,117
+15,221
+27% +$149K 0.02% 375
2023
Q2 		$558K Hold
55,896
– – 0.01% 408
2023
Q1 		$572K Buy
+55,896
New +$569K 0.02% 399
2020
Q1 		– Sell
-1,673
Closed -$23K – 535
2019
Q4 		$23K Hold
1,673
– – ﹤0.01% 509
2019
Q3 		$22K Buy
+1,673
New +$21.9K ﹤0.01% 511
2014
Q1 		– Sell
-4,341
Closed -$49K – 453
2013
Q4 		$49K Hold
4,341
– – ﹤0.01% 447
2013
Q3 		$51K Sell
4,341
-9,659
-69% -$112K ﹤0.01% 439
2013
Q2 		$171K Buy
+14,000
New +$189K ﹤0.01% 414

Other funds holding CEV

SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 $11.4B AUM 5.66% 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 $445B AUM 25.58% 1-Year Est. Return

Sit Investment Associates's CEV Position: Q1 2025 in Review

Sit Investment Associates sold out of Eaton Vance California Municipal Income Trust (CEV) in Q1 2025, closing a stake of 79,028 shares — an estimated $793K sold.

Sit Investment Associates first reported a position in CEV in Q2 2013 and held it in 13 quarters. The position peaked at $4.26M in Q2 2024. 32 funds tracked by Wall St. Rank hold CEV as of Q1 2025.

  • Sit Investment Associates reported no remaining Eaton Vance California Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Sit Investment Associates sold 79,028 Eaton Vance California Municipal Income Trust shares in Q1 2025, an estimated $793K.
  • Sit Investment Associates first reported a position in Eaton Vance California Municipal Income Trust in Q2 2013 and held it in 13 quarters.
  • Sit Investment Associates's Eaton Vance California Municipal Income Trust position peaked at $4.26M in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2025.

Based on Sit Investment Associates's 13F filing for Q1 2025, filed 13 May 2025.