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

Commonwealth Financial 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
2017 Q1	$48K	Hold	3,500	–	–	0.05%	103
2016 Q4	$50K	Hold	3,500	–	–	0.05%	90
2016 Q3	$53K	Hold	3,500	–	–	0.05%	80
2016 Q2	$55K	Hold	3,500	–	–	0.06%	82
2016 Q1	$52K	Hold	3,500	–	–	0.08%	83
2015 Q4	$49K	Hold	3,500	–	–	0.17%	71
2015 Q3	$47K	Hold	3,500	–	–	0.05%	77
2015 Q2	$46K	Hold	3,500	–	–	0.05%	94
2015 Q1	$49K	Hold	3,500	–	–	0.04%	92
2014 Q4	$48K	Buy	+3,500	New	+$47.6K	0.04%	86

Other funds holding EVO

KIM

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Financial Services's EVO Position: Q1 2017 in Review

Commonwealth Financial Services held its Eaton Vance Ohio Municipal Income Trust (EVO) position steady in Q1 2017 at 3,500 shares worth $48K. The position accounts for 0.05% of the portfolio, ranked #103.

Commonwealth Financial Services first reported a position in EVO in Q4 2014 and has held it in 10 quarters since. The position peaked at $55K in Q2 2016. 22 funds tracked by Wall St. Rank hold EVO as of Q1 2017.

Commonwealth Financial Services held 3,500 shares of Eaton Vance Ohio Municipal Income Trust worth $48K as of Q1 2017.
Commonwealth Financial Services left its Eaton Vance Ohio Municipal Income Trust share count unchanged in Q1 2017.
Eaton Vance Ohio Municipal Income Trust made up 0.05% of Commonwealth Financial Services's portfolio in Q1 2017, its #103 holding.
Commonwealth Financial Services first reported a position in Eaton Vance Ohio Municipal Income Trust in Q4 2014 and has held it in 10 quarters since.
Commonwealth Financial Services's Eaton Vance Ohio Municipal Income Trust position peaked at $55K in Q2 2016.
22 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.