BKA
EMJ

Brick & Kyle Associates’s Eaton Vance New Jersey Municipal Bond Fund EMJ Stock Holding History

Brick & Kyle Associates’s Portfolio EMJ Stock Details EMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,175
Closed -$27K – 403
2017
Q1 		$27K Hold
2,175
– – 0.02% 249
2016
Q4 		$28K Hold
2,175
– – 0.02% 237
2016
Q3 		$32K Hold
2,175
– – 0.03% 221
2016
Q2 		$32K Hold
2,175
– – 0.03% 221
2016
Q1 		$31K Hold
2,175
– – 0.03% 212
2015
Q4 		$30K Hold
2,175
– – 0.03% 209
2015
Q3 		$28K Hold
2,175
– – 0.03% 221
2015
Q2 		$27K Hold
2,175
– – 0.02% 239
2015
Q1 		$29K Hold
2,175
– – 0.02% 236
2014
Q4 		$28K Buy
+2,175
New +$27.6K 0.02% 225

Other funds holding EMJ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brick & Kyle Associates's EMJ Position: Q2 2017 in Review

Brick & Kyle Associates sold out of Eaton Vance New Jersey Municipal Bond Fund (EMJ) in Q2 2017, closing a stake of 2,175 shares — an estimated $27K sold.

Brick & Kyle Associates first reported a position in EMJ in Q4 2014 and held it in 10 quarters. The position peaked at $32K in Q3 2016. 9 funds tracked by Wall St. Rank hold EMJ as of Q2 2017.

  • Brick & Kyle Associates reported no remaining Eaton Vance New Jersey Municipal Bond Fund position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 2,175 Eaton Vance New Jersey Municipal Bond Fund shares in Q2 2017, an estimated $27K.
  • Brick & Kyle Associates first reported a position in Eaton Vance New Jersey Municipal Bond Fund in Q4 2014 and held it in 10 quarters.
  • Brick & Kyle Associates's Eaton Vance New Jersey Municipal Bond Fund position peaked at $32K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Bond Fund as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.