AG
EVO

Advisor Group’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

Advisor Group’s Portfolio EVO Stock Details EVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-700
Closed -$9K – 5267
2018
Q1 		$9K Hold
700
– – ﹤0.01% 4188
2017
Q4 		$9K Buy
+700
New +$9.36K ﹤0.01% 4184

Other funds holding EVO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Advisor Group's EVO Position: Q2 2018 in Review

Advisor Group sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q2 2018, closing a stake of 700 shares — an estimated $9K sold.

Advisor Group first reported a position in EVO in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 20 funds tracked by Wall St. Rank hold EVO as of Q2 2018.

  • Advisor Group reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q2 2018 after selling out during the quarter.
  • Advisor Group sold 700 Eaton Vance Ohio Municipal Income Trust shares in Q2 2018, an estimated $9K.
  • Advisor Group first reported a position in Eaton Vance Ohio Municipal Income Trust in Q4 2017 and held it in 2 quarters.
  • Advisor Group's Eaton Vance Ohio Municipal Income Trust position peaked at $9K in Q1 2018.
  • 20 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q2 2018.

Based on Advisor Group's 13F filing for Q2 2018, filed 13 Aug 2018.