EVM β€” EATON VANCE CALIF MUN BD FD

Ownership history in Vivaldi Capital Management LP  Β·  32 quarters on record

AI Ownership Summary

Vivaldi Capital Management LP reported EATON VANCE CALIF MUN BD FD (EVM) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.16% in 2023 Q4. The latest visible filing shows EVM at 0.06% 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 EVM 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 CALIF MUN BD FD, 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 Q3

EVM was reported at 0.06% 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 Q3

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.

How Vivaldi Capital Management LP held EVM β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 44,672 +28 +0.1% 0.06% $424K 2025-11-17 β€”
2025 Q2 ADDED 44,644 +28 +0.1% 0.06% $398K 2025-08-14 β€”
2025 Q1 ADDED 44,616 +27 +0.1% 0.07% $414K 2025-05-15 β€”
2024 Q4 ADDED 44,589 +26 +0.1% 0.06% $421K 2025-02-14 β€”
2024 Q3 REDUCED 44,563 -11,389 -20.4% 0.12% $430K 2024-11-14 β€”
2024 Q2 ADDED 55,952 +16 +0.0% 0.15% $532K 2024-08-14 β€”
2024 Q1 ADDED 55,936 +23 +0.0% 0.15% $528K 2024-05-15 β€”
2023 Q4 REDUCED 55,913 -9,083 -14.0% 0.16% $523K 2024-02-14 β€”
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Vivaldi Capital Management LP and EVM

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 EVM?

Vivaldi Capital Management LP reported EVM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

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

What is the latest reported EVM position on this page?

The most recent filing on this page is 2025 Q3, when Vivaldi Capital Management LP reported 44,672 shares, equal to 0.06% of portfolio, with an estimated market value of $424K.

What does the chart on this EVM ownership page compare?

The chart compares Vivaldi Capital Management LP's quarterly EVM 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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