WA
EVM

WFG Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

WFG Advisors’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
2013
Q4 		– Sell
-3,000
Closed -$31K – 2241
2013
Q3 		$31K Hold
3,000
– – ﹤0.01% 1096
2013
Q2 		$33K Buy
+3,000
New +$35.4K 0.01% 1036

Other funds holding EVM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WFG Advisors's EVM Position: Q4 2013 in Review

WFG Advisors sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2013, closing a stake of 3,000 shares — an estimated $31K sold.

WFG Advisors first reported a position in EVM in Q2 2013 and held it in 2 quarters. The position peaked at $33K in Q2 2013. 27 funds tracked by Wall St. Rank hold EVM as of Q4 2013.

  • WFG Advisors reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2013 after selling out during the quarter.
  • WFG Advisors sold 3,000 Eaton Vance California Municipal Bond Fund shares in Q4 2013, an estimated $31K.
  • WFG Advisors first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2013 and held it in 2 quarters.
  • WFG Advisors's Eaton Vance California Municipal Bond Fund position peaked at $33K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.