SW
EVM

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

SteelPeak Wealth’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
Q4 		– Sell
-17,194
Closed -$140K – 466
2023
Q3 		$140K Hold
17,194
– – 0.01% 392
2023
Q2 		$153K Sell
17,194
-50
-0.3% -$444 0.01% 405
2023
Q1 		$156K Hold
17,244
– – 0.01% 357
2022
Q4 		$149K Hold
17,244
– – 0.01% 383
2022
Q3 		$147K Hold
17,244
– – 0.01% 371
2022
Q2 		$160K Hold
17,244
– – 0.01% 375
2022
Q1 		$173K Hold
17,244
– – 0.01% 402
2021
Q4 		$200K Hold
17,244
– – 0.01% 383
2021
Q3 		$206K Hold
17,244
– – 0.01% 388
2021
Q2 		$206K Hold
17,244
– – 0.01% 394
2021
Q1 		$201K Hold
17,244
– – 0.02% 350
2020
Q4 		$203K Hold
17,244
– – 0.02% 304
2020
Q3 		$196K Hold
17,244
– – 0.02% 257
2020
Q2 		$192K Hold
17,244
– – 0.02% 231
2020
Q1 		$182K Sell
17,244
-5,950
-26% -$67.2K 0.03% 214
2019
Q4 		$261K Buy
+23,194
New +$261K 0.04% 209

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
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
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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

SteelPeak Wealth's EVM Position: Q4 2023 in Review

SteelPeak Wealth sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2023, closing a stake of 17,194 shares — an estimated $140K sold.

SteelPeak Wealth first reported a position in EVM in Q4 2019 and held it in 16 quarters. The position peaked at $261K in Q4 2019. 51 funds tracked by Wall St. Rank hold EVM as of Q4 2023.

  • SteelPeak Wealth reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 17,194 Eaton Vance California Municipal Bond Fund shares in Q4 2023, an estimated $140K.
  • SteelPeak Wealth first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2019 and held it in 16 quarters.
  • SteelPeak Wealth's Eaton Vance California Municipal Bond Fund position peaked at $261K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2023.

Based on SteelPeak Wealth's 13F filing for Q4 2023, filed 24 Jan 2024.