Wolverine Asset Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Wolverine Asset 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
2025 Q1	–	Sell	-49,952	Closed	-$458K	–	1633
2024 Q4	$458K	Buy	49,952 +24,374	+95%	+$229K	﹤0.01%	885
2024 Q3	$247K	Buy	+25,578	New	+$246K	﹤0.01%	993
2023 Q1	–	Sell	-89,012	Closed	-$769K	–	1952
2022 Q4	$769K	Buy	89,012 +5,997	+7%	+$51.1K	0.01%	816
2022 Q3	$706K	Sell	83,015 -28,569	-26%	-$265K	0.01%	895
2022 Q2	$1.03M	Buy	111,584 +28,191	+34%	+$262K	0.01%	771
2022 Q1	$837K	Buy	83,393 +81,039	+3,443%	+$860K	0.01%	812
2021 Q4	$27K	Buy	+2,354	New	+$27.8K	﹤0.01%	1648
2020 Q2	–	Sell	-2,978	Closed	-$31K	–	1598
2020 Q1	$31K	Sell	2,978 -42,499	-93%	-$480K	﹤0.01%	1230
2019 Q4	$511K	Buy	+45,477	New	+$511K	0.01%	785
2019 Q3	–	Sell	-153,926	Closed	-$1.7M	–	1445
2019 Q2	$1.7M	Sell	153,926 -61,028	-28%	-$657K	0.02%	483
2019 Q1	$2.27M	Sell	214,954 -15,479	-7%	-$161K	0.03%	388
2018 Q4	$2.28M	Sell	230,433 -13,276	-5%	-$131K	0.03%	508
2018 Q3	$2.43M	Sell	243,709 -34,460	-12%	-$354K	0.03%	509
2018 Q2	$2.87M	Buy	278,169 +58,968	+27%	+$608K	0.04%	423
2018 Q1	$2.25M	Buy	+219,201	New	+$2.38M	0.03%	471
2017 Q3	–	Sell	-49,449	Closed	-$574K	–	1379
2017 Q2	$574K	Sell	49,449 -9,871	-17%	-$114K	0.01%	746
2017 Q1	$673K	Buy	59,320 +15,265	+35%	+$175K	0.01%	631
2016 Q4	$501K	Buy	+44,055	New	+$520K	0.01%	675
2015 Q3	–	Sell	-9,794	Closed	-$110K	–	1852
2015 Q2	$110K	Buy	+9,794	New	+$116K	﹤0.01%	1082
2014 Q2	–	Sell	-4,042	Closed	-$43K	–	2384
2014 Q1	$43K	Buy	4,042 +2,749	+213%	+$29.4K	﹤0.01%	1391
2013 Q4	$13K	Buy	+1,293	New	+$13.2K	﹤0.01%	2170

Other funds holding EVM

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Wolverine Asset Management's EVM Position: Q1 2025 in Review

Wolverine Asset Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2025, closing a stake of 49,952 shares — an estimated $458K sold.

Wolverine Asset Management first reported a position in EVM in Q4 2013 and held it in 21 quarters. The position peaked at $2.87M in Q2 2018. 48 funds tracked by Wall St. Rank hold EVM as of Q1 2025.

Wolverine Asset Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2025 after selling out during the quarter.
Wolverine Asset Management sold 49,952 Eaton Vance California Municipal Bond Fund shares in Q1 2025, an estimated $458K.
Wolverine Asset Management first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2013 and held it in 21 quarters.
Wolverine Asset Management's Eaton Vance California Municipal Bond Fund position peaked at $2.87M in Q2 2018.
48 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2025.

Based on Wolverine Asset Management's 13F filing for Q1 2025, filed 12 May 2025.