Commonwealth Equity Services’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

Commonwealth Equity Services’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
2018 Q1	–	Sell	-16,169	Closed	-$211K	–	2846
2017 Q4	$211K	Buy	16,169 +365	+2%	+$4.88K	﹤0.01%	2332
2017 Q3	$215K	Buy	15,804 +14	+0.1%	+$192	﹤0.01%	2230
2017 Q2	$220K	Buy	15,790 +16	+0.1%	+$221	﹤0.01%	2153
2017 Q1	$214K	Buy	+15,774	New	+$218K	﹤0.01%	2101
2015 Q1	–	Sell	-13,233	Closed	-$180K	–	2274
2014 Q4	$180K	Buy	+13,233	New	+$180K	﹤0.01%	1871

Other funds holding EVO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Commonwealth Equity Services's EVO Position: Q1 2018 in Review

Commonwealth Equity Services sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q1 2018, closing a stake of 16,169 shares — an estimated $211K sold.

Commonwealth Equity Services first reported a position in EVO in Q4 2014 and held it in 5 quarters. The position peaked at $220K in Q2 2017. 23 funds tracked by Wall St. Rank hold EVO as of Q1 2018.

Commonwealth Equity Services reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
Commonwealth Equity Services sold 16,169 Eaton Vance Ohio Municipal Income Trust shares in Q1 2018, an estimated $211K.
Commonwealth Equity Services first reported a position in Eaton Vance Ohio Municipal Income Trust in Q4 2014 and held it in 5 quarters.
Commonwealth Equity Services's Eaton Vance Ohio Municipal Income Trust position peaked at $220K in Q2 2017.
23 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q1 2018.

Based on Commonwealth Equity Services's 13F filing for Q1 2018, filed 14 May 2018.