WA
CEV

Whipplewood Advisors’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Whipplewood 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
2026
Q1 		$181K Buy
17,942
+40
+0.2% +$414 0.09% 138
2025
Q4 		$180K Hold
17,902
– – 0.12% 128
2025
Q3 		$180K Buy
17,902
+308
+2% +$2.97K 0.12% 127
2025
Q2 		$170K Sell
17,594
-72,400
-80% -$701K 0.09% 182
2025
Q1 		$169K Buy
89,994
+73,190
+436% +$743K 0.1% 178
2024
Q4 		$169K Buy
+16,804
New +$177K 0.1% 178

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $813M AUM 27.86% 1-Year Est. Return
AF
Atala Financial Calabasas, California $149M AUM 23.95% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 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