EVM

Eaton Vance Cal Muni Bond

Latest period2024 - Q4Total superinvestors7

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 7 superinvestors own shares of Eaton Vance Cal Muni Bond (EVM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Eaton Vance Cal Muni Bond (EVM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Eaton Vance Cal Muni Bond (EVM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Eaton Vance Cal Muni Bond (EVM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -11.29%
0.12%
$2.484M
270,842 shares@ 9.17 avg price
Martin R. Curiel@Myecfo, Llc
Recent Activity
Decreased -4.17%
0.6%
$1.094M
119,340 shares@ 9.18 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Increased 180.73%
0.14%
$648,706
70,742 shares@ 9.18 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
0.27%
$389,227
42,446 shares@ 9.17 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$145,252
15,052 shares@ 9.66 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
Increased 1.35%
0.03%
$95,864
10,454 shares@ 9.18 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
0.01%
$4,925
537 shares@ 9.18 avg price