Citigroup
EVO

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

Citigroup’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
2013
Q3 		– Sell
-200
Closed -$3K – 7348
2013
Q2 		$3K Buy
+200
New +$2.87K ﹤0.01% 6508

Other funds holding EVO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

Citigroup's EVO Position: Q3 2013 in Review

Citigroup sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q3 2013, closing a stake of 200 shares — an estimated $3K sold.

Citigroup first reported a position in EVO in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 12 funds tracked by Wall St. Rank hold EVO as of Q3 2013.

  • Citigroup reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q3 2013 after selling out during the quarter.
  • Citigroup sold 200 Eaton Vance Ohio Municipal Income Trust shares in Q3 2013, an estimated $3K.
  • Citigroup first reported a position in Eaton Vance Ohio Municipal Income Trust in Q2 2013 and held it in 1 quarter.
  • Citigroup's Eaton Vance Ohio Municipal Income Trust position peaked at $3K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q3 2013.

Based on Citigroup's 13F filing for Q3 2013, filed 14 Nov 2013.