Wealthspire Advisors, LLC Eaton Vance California Municipal Bond Fund Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$11.59 - $12.03 $153,799 - $159,638	-13,270 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$11.23 - $11.77 $55,869 - $58,555	-4,975 Reduced 27.27%	13,270 $156,000
Q2 2020 Aug 14, 2020	SELL	$10.06 - $11.26 $20,421 - $22,857	-2,030 Reduced 10.01%	18,245 $203,000
Q1 2020 May 12, 2020	BUY	$9.29 - $11.95 $188,354 - $242,286	20,275 New	20,275 $214,000
Q4 2019 Feb 14, 2020	SELL	$11.1 - $11.4 $126,040 - $129,447	-11,355 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$10.96 - $11.64 $124,450 - $132,172	11,355 New	11,355 $129,000
Q1 2019 May 08, 2019	SELL	$10.05 - $10.59 $49,998 - $52,685	-4,975 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$9.68 - $10.26 $48,158 - $51,043	4,975 New	4,975 $49,000

Others Institutions Holding EVM

# of Institutions

54

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

3.11M
Shares

$29.1 Million
0.64% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.06M
Shares

$28.6 Million
0.66% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

806K
Shares

$7.53 Million
0.43% of portfolio
Deutsche Bank Ag\ Frankfurt Am Main, 2M

559K
Shares

$5.22 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

546K
Shares

$5.1 Million
0.04% of portfolio

About EATON VANCE CALIFORNIA MUNICIPAL BOND FUND

Ticker EVM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance California Municipal Bond Fund is a close-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income market of United States. It invests primarily in high grade municipal obligations comprising of various industries, such as general obligations, hospital, electric utilities, tr...

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