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