UBS Group
CEV

UBS Group’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

UBS Group’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
2026
Q1 		$411K Buy
40,863
+14,894
+57% +$154K ﹤0.01% 6215
2025
Q4 		$261K Buy
25,969
+3,339
+15% +$34.3K ﹤0.01% 6437
2025
Q3 		$228K Sell
22,630
-5,013
-18% -$48.4K ﹤0.01% 6597
2025
Q2 		$268K Sell
27,643
-11,198
-29% -$108K ﹤0.01% 6517
2025
Q1 		$389K Buy
38,841
+3,175
+9% +$32.2K ﹤0.01% 6049
2024
Q4 		$358K Sell
35,666
-54
-0.2% -$568 ﹤0.01% 6072
2024
Q3 		$388K Buy
35,720
+405
+1% +$4.45K ﹤0.01% 5409
2024
Q2 		$384K Buy
35,315
+2,673
+8% +$28.4K ﹤0.01% 5201
2024
Q1 		$346K Buy
32,642
+9,605
+42% +$101K ﹤0.01% 5466
2023
Q4 		$238K Sell
23,037
-1,418
-6% -$13.6K ﹤0.01% 5662
2023
Q3 		$224K Buy
24,455
+287
+1% +$2.81K ﹤0.01% 5289
2023
Q2 		$241K Sell
24,168
-612
-2% -$6.14K ﹤0.01% 5360
2023
Q1 		$254K Sell
24,780
-1,219
-5% -$12.4K ﹤0.01% 5217
2022
Q4 		$259K Buy
25,999
+2,841
+12% +$27.5K ﹤0.01% 5240
2022
Q3 		$222K Sell
23,158
-849
-4% -$9.02K ﹤0.01% 4997
2022
Q2 		$256K Sell
24,007
-58,210
-71% -$624K ﹤0.01% 4726
2022
Q1 		$944K Buy
82,217
+5,129
+7% +$63.7K ﹤0.01% 4157
2021
Q4 		$1.04M Sell
77,088
-7,958
-9% -$109K ﹤0.01% 4353
2021
Q3 		$1.16M Buy
85,046
+10,962
+15% +$154K ﹤0.01% 4063
2021
Q2 		$1.04M Buy
74,084
+18,855
+34% +$256K ﹤0.01% 4145
2021
Q1 		$732K Buy
55,229
+10,549
+24% +$141K ﹤0.01% 4549
2020
Q4 		$612K Buy
44,680
+18,799
+73% +$251K ﹤0.01% 4438
2020
Q3 		$344K Buy
25,881
+1,436
+6% +$19.3K ﹤0.01% 4449
2020
Q2 		$322K Buy
24,445
+1,861
+8% +$23.5K ﹤0.01% 4465
2020
Q1 		$301K Sell
22,584
-1,474
-6% -$19.5K ﹤0.01% 4393
2019
Q4 		$324K Buy
24,058
+1,914
+9% +$25.5K ﹤0.01% 5222
2019
Q3 		$298K Buy
22,144
+2,325
+12% +$30.5K ﹤0.01% 4945
2019
Q2 		$245K Buy
19,819
+5,731
+41% +$70.1K ﹤0.01% 4784
2019
Q1 		$169K Sell
14,088
-2,757
-16% -$32.2K ﹤0.01% 4718
2018
Q4 		$186K Buy
16,845
+2,030
+14% +$22.3K ﹤0.01% 5008
2018
Q3 		$166K Buy
14,815
+57
+0.4% +$651 ﹤0.01% 5204
2018
Q2 		$169K Buy
14,758
+1,290
+10% +$14.7K ﹤0.01% 5078
2018
Q1 		$153K Sell
13,468
-62,580
-82% -$732K ﹤0.01% 4954
2017
Q4 		$925K Sell
76,048
-28,764
-27% -$353K ﹤0.01% 3845
2017
Q3 		$1.31M Sell
104,812
-16,363
-14% -$206K ﹤0.01% 3486
2017
Q2 		$1.52M Buy
121,175
+13,087
+12% +$164K ﹤0.01% 3254
2017
Q1 		$1.32M Buy
108,088
+33,803
+46% +$419K ﹤0.01% 3303
2016
Q4 		$913K Buy
74,285
+22,072
+42% +$281K ﹤0.01% 3617
2016
Q3 		$721K Buy
52,213
+13,947
+36% +$196K ﹤0.01% 3650
2016
Q2 		$542K Buy
38,266
+4,016
+12% +$56.7K ﹤0.01% 3821
2016
Q1 		$494K Sell
34,250
-7,386
-18% -$102K ﹤0.01% 3791
2015
Q4 		$555K Buy
41,636
+7,891
+23% +$103K ﹤0.01% 3861
2015
Q3 		$442K Buy
33,745
+2,858
+9% +$36.2K ﹤0.01% 4004
2015
Q2 		$385K Sell
30,887
-2,895
-9% -$38.1K ﹤0.01% 4330
2015
Q1 		$453K Buy
33,782
+8,937
+36% +$119K ﹤0.01% 4215
2014
Q4 		$325K Buy
+24,845
New +$316K ﹤0.01% 4584

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

UBS Group's CEV Position: Q1 2026 in Review

UBS Group increased its Eaton Vance California Municipal Income Trust (CEV) stake by 57% in Q1 2026, buying an estimated $154K and bringing the position to 40,863 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #6215.

UBS Group first reported a position in CEV in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.52M in Q2 2017. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

  • UBS Group held 40,863 shares of Eaton Vance California Municipal Income Trust worth $411K as of Q1 2026.
  • UBS Group bought 14,894 Eaton Vance California Municipal Income Trust shares in Q1 2026, an estimated $154K.
  • Eaton Vance California Municipal Income Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6215 holding.
  • UBS Group first reported a position in Eaton Vance California Municipal Income Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Eaton Vance California Municipal Income Trust position peaked at $1.52M in Q2 2017.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.