Carson Wealth (CWM LLC)
EVJ

Carson Wealth (CWM LLC)’s Eaton Vance New Jersey Municipal Income Trust EVJ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EVJ Stock Details EVJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,000
Closed -$14K – 1255
2016
Q3 		$14K Hold
1,000
– – ﹤0.01% 627
2016
Q2 		$14K Hold
1,000
– – ﹤0.01% 521
2016
Q1 		$13K Hold
1,000
– – ﹤0.01% 495
2015
Q4 		$13K Hold
1,000
– – ﹤0.01% 441
2015
Q3 		$12K Buy
+1,000
New +$12.1K ﹤0.01% 440

Other funds holding EVJ

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVJ Position: Q4 2016 in Review

Carson Wealth (CWM LLC) sold out of Eaton Vance New Jersey Municipal Income Trust (EVJ) in Q4 2016, closing a stake of 1,000 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in EVJ in Q3 2015 and held it in 5 quarters. The position peaked at $14K in Q3 2016. 17 funds tracked by Wall St. Rank hold EVJ as of Q4 2016.

  • Carson Wealth (CWM LLC) reported no remaining Eaton Vance New Jersey Municipal Income Trust position as of Q4 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 Eaton Vance New Jersey Municipal Income Trust shares in Q4 2016, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance New Jersey Municipal Income Trust in Q3 2015 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Eaton Vance New Jersey Municipal Income Trust position peaked at $14K in Q3 2016.
  • 17 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Income Trust as of Q4 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2016, filed 19 Jan 2017.