SWP
EVM

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

Stratos Wealth Partners’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
2018
Q4 		– Sell
-5,000
Closed -$50K – 1310
2018
Q3 		$50K Buy
+5,000
New +$51.3K ﹤0.01% 1459
2018
Q2 		– Sell
-5,000
Closed -$51K – 1450
2018
Q1 		$51K Sell
5,000
-1,574
-24% -$17.1K ﹤0.01% 1567
2017
Q4 		$76K Buy
+6,574
New +$78.1K ﹤0.01% 1314

Other funds holding EVM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Partners's EVM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2018, closing a stake of 5,000 shares — an estimated $50K sold.

Stratos Wealth Partners first reported a position in EVM in Q4 2017 and held it in 3 quarters. The position peaked at $76K in Q4 2017. 49 funds tracked by Wall St. Rank hold EVM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,000 Eaton Vance California Municipal Bond Fund shares in Q4 2018, an estimated $50K.
  • Stratos Wealth Partners first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Eaton Vance California Municipal Bond Fund position peaked at $76K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.