TWA
CEV

TCI Wealth Advisors’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

TCI Wealth Advisors’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
Q1 		– Sell
-6,760
Closed -$83K – 1296
2016
Q4 		$83K Buy
+6,760
New +$86.2K 0.04% 250

Other funds holding CEV

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

TCI Wealth Advisors's CEV Position: Q1 2017 in Review

TCI Wealth Advisors sold out of Eaton Vance California Municipal Income Trust (CEV) in Q1 2017, closing a stake of 6,760 shares — an estimated $83K sold.

TCI Wealth Advisors first reported a position in CEV in Q4 2016 and held it in 1 quarter. The position peaked at $83K in Q4 2016. 28 funds tracked by Wall St. Rank hold CEV as of Q1 2017.

  • TCI Wealth Advisors reported no remaining Eaton Vance California Municipal Income Trust position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 6,760 Eaton Vance California Municipal Income Trust shares in Q1 2017, an estimated $83K.
  • TCI Wealth Advisors first reported a position in Eaton Vance California Municipal Income Trust in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's Eaton Vance California Municipal Income Trust position peaked at $83K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.