Stifel Financial
CEV

Stifel Financial’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Stifel Financial’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
2017
Q2 		– Sell
-10,050
Closed -$124K – 2570
2017
Q1 		$124K Buy
+10,050
New +$125K ﹤0.01% 2406

Other funds holding CEV

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Stifel Financial's CEV Position: Q2 2017 in Review

Stifel Financial sold out of Eaton Vance California Municipal Income Trust (CEV) in Q2 2017, closing a stake of 10,050 shares — an estimated $124K sold.

Stifel Financial first reported a position in CEV in Q1 2017 and held it in 1 quarter. The position peaked at $124K in Q1 2017. 26 funds tracked by Wall St. Rank hold CEV as of Q2 2017.

  • Stifel Financial reported no remaining Eaton Vance California Municipal Income Trust position as of Q2 2017 after selling out during the quarter.
  • Stifel Financial sold 10,050 Eaton Vance California Municipal Income Trust shares in Q2 2017, an estimated $124K.
  • Stifel Financial first reported a position in Eaton Vance California Municipal Income Trust in Q1 2017 and held it in 1 quarter.
  • Stifel Financial's Eaton Vance California Municipal Income Trust position peaked at $124K in Q1 2017.
  • 26 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2017.

Based on Stifel Financial's 13F filing for Q2 2017, filed 14 Aug 2017.