CRC
EVJ

Curi RMB Capital’s Eaton Vance New Jersey Municipal Income Trust EVJ Stock Holding History

Curi RMB Capital’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
2018
Q4 		– Sell
-11,029
Closed -$126K – 1051
2018
Q3 		$126K Sell
11,029
-4,092
-27% -$47.4K ﹤0.01% 857
2018
Q2 		$170K Sell
15,121
-11,370
-43% -$127K ﹤0.01% 838
2018
Q1 		$296K Buy
26,491
+383
+1% +$4.36K 0.01% 730
2017
Q4 		$307K Buy
26,108
+4,644
+22% +$55.4K 0.01% 712
2017
Q3 		$259K Buy
21,464
+9,290
+76% +$114K 0.01% 621
2017
Q2 		$148K Buy
+12,174
New +$149K ﹤0.01% 692
2017
Q1 		– Sell
-26,908
Closed -$323K – 642
2016
Q4 		$323K Buy
26,908
+11,294
+72% +$141K 0.02% 360
2016
Q3 		$217K Buy
+15,614
New +$218K 0.01% 382
2016
Q1 		– Sell
-21,859
Closed -$277K – 533
2015
Q4 		$277K Buy
21,859
+7,617
+53% +$94.2K 0.01% 354
2015
Q3 		$170K Buy
+14,242
New +$172K 0.01% 422

Other funds holding EVJ

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi RMB Capital's EVJ Position: Q4 2018 in Review

Curi RMB Capital sold out of Eaton Vance New Jersey Municipal Income Trust (EVJ) in Q4 2018, closing a stake of 11,029 shares — an estimated $126K sold.

Curi RMB Capital first reported a position in EVJ in Q3 2015 and held it in 10 quarters. The position peaked at $323K in Q4 2016. 17 funds tracked by Wall St. Rank hold EVJ as of Q4 2018.

  • Curi RMB Capital reported no remaining Eaton Vance New Jersey Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • Curi RMB Capital sold 11,029 Eaton Vance New Jersey Municipal Income Trust shares in Q4 2018, an estimated $126K.
  • Curi RMB Capital first reported a position in Eaton Vance New Jersey Municipal Income Trust in Q3 2015 and held it in 10 quarters.
  • Curi RMB Capital's Eaton Vance New Jersey Municipal Income Trust position peaked at $323K in Q4 2016.
  • 17 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Income Trust as of Q4 2018.

Based on Curi RMB Capital's 13F filing for Q4 2018, filed 13 Feb 2019.