CEV — EATON VANCE CA MUNI INCOME T

Ownership history in Vivaldi Capital Management LP  ·  23 quarters on record

AI Ownership Summary

Vivaldi Capital Management LP reported EATON VANCE CA MUNI INCOME T (CEV) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.16% in 2023 Q4. The latest visible filing shows CEV at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vivaldi Capital Management LP's position in EATON VANCE CA MUNI INCOME T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CEV was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CEV stock page Vivaldi Capital Management LP fund profile Vivaldi Capital Management LP full holdings
How Vivaldi Capital Management LP held CEV — position size vs. price
% of Fund (quarterly)    CEV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 39,079 -520 -1.3% 0.05% $392K 2026-02-14 (Est.) $10.37
2025 Q3 ADDED 39,599 +25 +0.1% 0.06% $399K 2025-11-17 $10.18
2025 Q2 ADDED 39,574 +24 +0.1% 0.06% $383K 2025-08-14 $9.19
2025 Q1 ADDED 39,550 +15 +0.0% 0.06% $396K 2025-05-15 $9.28
2024 Q4 ADDED 39,535 +30 +0.1% 0.06% $399K 2025-02-14 $9.50
2024 Q3 REDUCED 39,505 -8,783 -18.2% 0.12% $429K 2024-11-14 $9.62
2024 Q2 ADDED 48,288 +12 +0.0% 0.15% $525K 2024-08-14 $10.06
2024 Q1 REDUCED 48,276 -320 -0.7% 0.15% $508K 2024-05-15 $9.57
2023 Q4 REDUCED 48,596 -2,529 -4.9% 0.16% $518K 2024-02-14 $9.41
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CEV

As of 2025 Q4 — sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 0.12% Whipplewood Advisors, LLC 0.12% WESCAP Management Group, Inc. 3Y 7Y 0.1% Cypress Wealth Services, LLC 3Y 7Y 0.08% Concorde Asset Management, LLC 3Y 7Y 0.04% Hennion & Walsh Asset Management, Inc. 3Y 0.02% EVOLVE PRIVATE WEALTH, LLC 0.01% FIRST AMERICAN TRUST, FSB 3Y 7Y 0.01% Pasadena Private Wealth, LLC 3Y 7Y 0.01% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.01%

FAQ About Vivaldi Capital Management LP and CEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vivaldi Capital Management LP reported owning CEV?

Vivaldi Capital Management LP reported CEV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CEV position in Vivaldi Capital Management LP's portfolio?

The largest reported portfolio weight for CEV was 0.16% in 2023 Q4.

What is the latest reported CEV position on this page?

The most recent filing on this page is 2025 Q4, when Vivaldi Capital Management LP reported 39,079 shares, equal to 0.05% of portfolio, with an estimated market value of $392K.

What does the chart on this CEV ownership page compare?

The chart compares Vivaldi Capital Management LP's quarterly CEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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