CRC
EVP

Curi RMB Capital’s Eaton Vance Pennsylvania Municipal Income Trust EVP Stock Holding History

Curi RMB Capital’s Portfolio EVP Stock Details EVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,962
Closed -$124K – 1000
2018
Q2 		$124K Buy
+10,962
New +$125K ﹤0.01% 859
2016
Q1 		– Sell
-10,565
Closed -$128K – 534
2015
Q4 		$128K Buy
+10,565
New +$127K 0.01% 427

Other funds holding EVP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Curi RMB Capital's EVP Position: Q3 2018 in Review

Curi RMB Capital sold out of Eaton Vance Pennsylvania Municipal Income Trust (EVP) in Q3 2018, closing a stake of 10,962 shares — an estimated $124K sold.

Curi RMB Capital first reported a position in EVP in Q4 2015 and held it in 2 quarters. The position peaked at $128K in Q4 2015. 15 funds tracked by Wall St. Rank hold EVP as of Q3 2018.

  • Curi RMB Capital reported no remaining Eaton Vance Pennsylvania Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
  • Curi RMB Capital sold 10,962 Eaton Vance Pennsylvania Municipal Income Trust shares in Q3 2018, an estimated $124K.
  • Curi RMB Capital first reported a position in Eaton Vance Pennsylvania Municipal Income Trust in Q4 2015 and held it in 2 quarters.
  • Curi RMB Capital's Eaton Vance Pennsylvania Municipal Income Trust position peaked at $128K in Q4 2015.
  • 15 funds tracked by Wall St. Rank held Eaton Vance Pennsylvania Municipal Income Trust as of Q3 2018.

Based on Curi RMB Capital's 13F filing for Q3 2018, filed 14 Nov 2018.