AWS
EVP

Aris Wealth Services’s Eaton Vance Pennsylvania Municipal Income Trust EVP Stock Holding History

Aris Wealth Services’s Portfolio EVP Stock Details EVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$17K Buy
1,402
+21
+2% +$248 0.04% 184
2015
Q2 		$16K Buy
1,381
+21
+2% +$254 0.01% 333
2015
Q1 		$17K Buy
+1,360
New +$16.8K 0.02% 327

Other funds holding EVP

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aris Wealth Services's EVP Position: Q3 2015 in Review

Aris Wealth Services increased its Eaton Vance Pennsylvania Municipal Income Trust (EVP) stake by 1.5% in Q3 2015, buying an estimated $248 and bringing the position to 1,402 shares worth $17K. The position accounts for 0.04% of the portfolio, ranked #184.

Aris Wealth Services first reported a position in EVP in Q1 2015 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold EVP as of Q3 2015.

  • Aris Wealth Services held 1,402 shares of Eaton Vance Pennsylvania Municipal Income Trust worth $17K as of Q3 2015.
  • Aris Wealth Services bought 21 Eaton Vance Pennsylvania Municipal Income Trust shares in Q3 2015, an estimated $248.
  • Eaton Vance Pennsylvania Municipal Income Trust made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #184 holding.
  • Aris Wealth Services first reported a position in Eaton Vance Pennsylvania Municipal Income Trust in Q1 2015 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Eaton Vance Pennsylvania Municipal Income Trust as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.