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

Creative Planning’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 Q3	–	Sell	-727	Closed	-$10K	–	4746
2017 Q2	$10K	Hold	727	–	–	﹤0.01%	3667
2017 Q1	$10K	Hold	727	–	–	﹤0.01%	3632
2016 Q4	$10K	Hold	727	–	–	﹤0.01%	3591
2016 Q3	$11K	Hold	727	–	–	﹤0.01%	3491
2016 Q2	$11K	Hold	727	–	–	﹤0.01%	3229
2016 Q1	$11K	Hold	727	–	–	﹤0.01%	3206
2015 Q4	$10K	Hold	727	–	–	﹤0.01%	3333
2015 Q3	$10K	Buy	+727	New	+$9.67K	﹤0.01%	3245
2015 Q2	–	Sell	-2,857	Closed	-$40K	–	4288
2015 Q1	$40K	Buy	2,857 +2,130	+293%	+$30K	﹤0.01%	2190
2014 Q4	$10K	Buy	+727	New	+$9.88K	﹤0.01%	3162

Other funds holding EVO

KIM

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

RJA

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Creative Planning's EVO Position: Q3 2017 in Review

Creative Planning sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q3 2017, closing a stake of 727 shares — an estimated $10K sold.

Creative Planning first reported a position in EVO in Q4 2014 and held it in 10 quarters. The position peaked at $40K in Q1 2015. 18 funds tracked by Wall St. Rank hold EVO as of Q3 2017.

Creative Planning reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 727 Eaton Vance Ohio Municipal Income Trust shares in Q3 2017, an estimated $10K.
Creative Planning first reported a position in Eaton Vance Ohio Municipal Income Trust in Q4 2014 and held it in 10 quarters.
Creative Planning's Eaton Vance Ohio Municipal Income Trust position peaked at $40K in Q1 2015.
18 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.