Ameriprise
EVO

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

Ameriprise’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
2015
Q1 		– Sell
-10,067
Closed -$137K – 4045
2014
Q4 		$137K Buy
10,067
+30
+0.3% +$408 ﹤0.01% 3554
2014
Q3 		$135K Buy
10,037
+228
+2% +$3.07K ﹤0.01% 3552
2014
Q2 		$134K Buy
9,809
+1,809
+23% +$24.6K ﹤0.01% 3472
2014
Q1 		$104K Buy
8,000
+6,100
+321% +$77.7K ﹤0.01% 3496
2013
Q4 		$23K Buy
+1,900
New +$22.8K ﹤0.01% 4012

Other funds holding EVO

JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Ameriprise's EVO Position: Q1 2015 in Review

Ameriprise sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q1 2015, closing a stake of 10,067 shares — an estimated $137K sold.

Ameriprise first reported a position in EVO in Q4 2013 and held it in 5 quarters. The position peaked at $137K in Q4 2014. 12 funds tracked by Wall St. Rank hold EVO as of Q1 2015.

  • Ameriprise reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q1 2015 after selling out during the quarter.
  • Ameriprise sold 10,067 Eaton Vance Ohio Municipal Income Trust shares in Q1 2015, an estimated $137K.
  • Ameriprise first reported a position in Eaton Vance Ohio Municipal Income Trust in Q4 2013 and held it in 5 quarters.
  • Ameriprise's Eaton Vance Ohio Municipal Income Trust position peaked at $137K in Q4 2014.
  • 12 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q1 2015.

Based on Ameriprise's 13F filing for Q1 2015, filed 14 May 2015.