TCI Wealth Advisors
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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

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
First Foundation Advisors
First Foundation Advisors Irvine, California $2.9B AUM 23.04% 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.