Squarepoint
EVM

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

Squarepoint’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
2017
Q1 		– Sell
-18,200
Closed -$207K – 1625
2016
Q4 		$207K Buy
+18,200
New +$215K 0.01% 1416

Other funds holding EVM

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squarepoint's EVM Position: Q1 2017 in Review

Squarepoint sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2017, closing a stake of 18,200 shares — an estimated $207K sold.

Squarepoint first reported a position in EVM in Q4 2016 and held it in 1 quarter. The position peaked at $207K in Q4 2016. 33 funds tracked by Wall St. Rank hold EVM as of Q1 2017.

  • Squarepoint reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2017 after selling out during the quarter.
  • Squarepoint sold 18,200 Eaton Vance California Municipal Bond Fund shares in Q1 2017, an estimated $207K.
  • Squarepoint first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2016 and held it in 1 quarter.
  • Squarepoint's Eaton Vance California Municipal Bond Fund position peaked at $207K in Q4 2016.
  • 33 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2017.

Based on Squarepoint's 13F filing for Q1 2017, filed 15 May 2017.