AWA
EMI

Acorn Wealth Advisors’s Eaton Vance Michigan Municipal Income Trust EMI Stock Holding History

Acorn Wealth Advisors’s Portfolio EMI Stock Details EMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-441
Closed -$6K – 846
2018
Q1 		$6K Hold
441
– – 0.01% 613
2017
Q4 		$6K Buy
+441
New +$5.75K 0.01% 587

Other funds holding EMI

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Acorn Wealth Advisors's EMI Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Eaton Vance Michigan Municipal Income Trust (EMI) in Q2 2018, closing a stake of 441 shares — an estimated $6K sold.

Acorn Wealth Advisors first reported a position in EMI in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 16 funds tracked by Wall St. Rank hold EMI as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Eaton Vance Michigan Municipal Income Trust position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 441 Eaton Vance Michigan Municipal Income Trust shares in Q2 2018, an estimated $6K.
  • Acorn Wealth Advisors first reported a position in Eaton Vance Michigan Municipal Income Trust in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Eaton Vance Michigan Municipal Income Trust position peaked at $6K in Q1 2018.
  • 16 funds tracked by Wall St. Rank held Eaton Vance Michigan Municipal Income Trust as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.