SFPG
EVM

Stonebridge Financial Planning Group’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Stonebridge Financial Planning Group’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
2020
Q1 		– Sell
-1,341
Closed -$15K – 411
2019
Q4 		$15K Buy
+1,341
New +$15.1K 0.01% 260

Other funds holding EVM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Financial Planning Group's EVM Position: Q1 2020 in Review

Stonebridge Financial Planning Group sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2020, closing a stake of 1,341 shares — an estimated $15K sold.

Stonebridge Financial Planning Group first reported a position in EVM in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 46 funds tracked by Wall St. Rank hold EVM as of Q1 2020.

  • Stonebridge Financial Planning Group reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,341 Eaton Vance California Municipal Bond Fund shares in Q1 2020, an estimated $15K.
  • Stonebridge Financial Planning Group first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2019 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Eaton Vance California Municipal Bond Fund position peaked at $15K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2020, filed 15 Apr 2020.