Tortoise Investment Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Tortoise Investment Management’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
2024 Q3	–	Sell	-4,500	Closed	-$42.8K	–	898
2024 Q2	$42.8K	Sell	4,500 -2,500	-36%	-$23.5K	﹤0.01%	411
2024 Q1	$66.2K	Sell	7,000 -5,000	-42%	-$46.7K	0.01%	343
2023 Q4	$110K	Hold	12,000	–	–	0.01%	267
2023 Q3	$97.4K	Hold	12,000	–	–	0.01%	274
2023 Q2	$107K	Hold	12,000	–	–	0.02%	270
2023 Q1	$108K	Hold	12,000	–	–	0.02%	260
2022 Q4	$104K	Buy	+12,000	New	+$102K	0.02%	262

Other funds holding EVM

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Tortoise Investment Management's EVM Position: Q3 2024 in Review

Tortoise Investment Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q3 2024, closing a stake of 4,500 shares — an estimated $42.8K sold.

Tortoise Investment Management first reported a position in EVM in Q4 2022 and held it in 7 quarters. The position peaked at $110K in Q4 2023. 53 funds tracked by Wall St. Rank hold EVM as of Q3 2024.

Tortoise Investment Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q3 2024 after selling out during the quarter.
Tortoise Investment Management sold 4,500 Eaton Vance California Municipal Bond Fund shares in Q3 2024, an estimated $42.8K.
Tortoise Investment Management first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2022 and held it in 7 quarters.
Tortoise Investment Management's Eaton Vance California Municipal Bond Fund position peaked at $110K in Q4 2023.
53 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2024.

Based on Tortoise Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.