WAM
EVM

Wealthspire Advisors (Maryland)’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$207K Buy
+18,245
New +$210K 0.01% 449

Other funds holding EVM

KIM
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EVM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Eaton Vance California Municipal Bond Fund (EVM) in Q3 2020: 18,245 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #449 among its holdings.

43 funds tracked by Wall St. Rank hold EVM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 18,245 shares of Eaton Vance California Municipal Bond Fund worth $207K as of Q3 2020.
  • Eaton Vance California Municipal Bond Fund was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Eaton Vance California Municipal Bond Fund made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #449 holding.
  • 43 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.