Sontag Advisory »

Eaton Vance California Mun. Income Trust shares owned by Sontag Advisory

Quarter-by-quarter ownership of Eaton Vance California Mun. Income Trust (CEV) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Eaton Vance California Mun. Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance California Mun. Income Trust held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eaton Vance California Mun. Income Trust by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $149k 14k 10.34
2023-09-30 $132k 14k 9.16
2023-06-30 $144k 14k 9.99
2023-03-31 $147k 14k 10.23

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Eaton Vance California Mun. Income Trust

Saba Capital Management
Almitas Capital
Logan Stone Capital
Hennion & Walsh Asset Management
Guggenheim Capital, LLC Managers
Napa Wealth Management
Advisor Group Holdings
Vivaldi Capital Management
Advisors Asset Management
Cypress Wealth Services
Atria Wealth Solutions
Wells Fargo & Company
Raymond James & Associates
UBS Group
Melfa Wealth Management

View all funds holding Eaton Vance California Mun. Income Trust