SCA
EVM

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

Snowden 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
Q3 		– Sell
-84,027
Closed -$748K – 1090
2023
Q2 		$748K Buy
84,027
+115
+0.1% +$1.02K 0.03% 556
2023
Q1 		$757K Sell
83,912
-3,201
-4% -$28.7K 0.03% 548
2022
Q4 		$753K Sell
87,113
-31,886
-27% -$272K 0.03% 529
2022
Q3 		$1.01M Buy
118,999
+1,056
+0.9% +$9.79K 0.05% 418
2022
Q2 		$1.09M Sell
117,943
-1,372
-1% -$12.8K 0.05% 399
2022
Q1 		$1.2M Buy
119,315
+116,640
+4,360% +$1.24M 0.05% 384
2021
Q4 		$31K Buy
+2,675
New +$31.6K ﹤0.01% 1176

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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Snowden Capital Advisors's EVM Position: Q3 2023 in Review

Snowden Capital Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2023, closing a stake of 84,027 shares — an estimated $748K sold.

Snowden Capital Advisors first reported a position in EVM in Q4 2021 and held it in 7 quarters. The position peaked at $1.2M in Q1 2022. 49 funds tracked by Wall St. Rank hold EVM as of Q3 2023.

  • Snowden Capital Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2023 after selling out during the quarter.
  • Snowden Capital Advisors sold 84,027 Eaton Vance California Municipal Bond Fund shares in Q3 2023, an estimated $748K.
  • Snowden Capital Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2021 and held it in 7 quarters.
  • Snowden Capital Advisors's Eaton Vance California Municipal Bond Fund position peaked at $1.2M in Q1 2022.
  • 49 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.