Wetherby Asset Management Inc Eaton Vance California Municipal Income Trust Transaction History

Wetherby Asset Management Inc

$2.13 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 30, 2019	SELL	$10.81 - $11.2 $124,758 - $129,259	-11,541 Closed	0 $0
Q2 2018 Jul 24, 2018	BUY	$11.31 - $11.65 $4,433 - $4,566	392 Added 3.52%	11,541 $132,000
Q1 2018 May 04, 2018	BUY	$11.28 - $12.24 $125,760 - $136,463	11,149 New	11,149 $127,000

Others Institutions Holding CEV

# of Institutions

30

Shares Held

1.99M

Call Options Held

0

Put Options Held

0

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

783K
Shares

$8.16 Million
0.18% of portfolio
Hennion & Walsh Asset Management, Inc.

190K
Shares

$1.98 Million
0.1% of portfolio
Guggenheim Capital LLC Chicago, IL

155K
Shares

$1.62 Million
0.01% of portfolio
Almitas Capital LLC Santa Monica, CA

94.9K
Shares

$988,503
0.48% of portfolio
Morgan Stanley New York, NY

88.8K
Shares

$925,431
0.0% of portfolio

About EATON VANCE CALIFORNIA MUNICIPAL INCOME TRUST

Ticker CEV
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance California Municipal Income Trust is a close ended fixed income mutual fund launched and managed by Eaton Vance Management. It invests in the fixed income markets. The fund invests primarily in debt securities issued by education, hospital, housing, insured-education, insured-electric utilities, insured-hospital, insured-transportati...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.