Doliver Advisors’s Eaton Vance Pennsylvania Municipal Bond Fund EIP Stock Holding History

Doliver Advisors’s Portfolio EIP Stock Details EIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-12,246	Closed	-$149K	–	338
2018 Q2	$149K	Buy	12,246 +1,122	+10%	+$13.4K	0.06%	267
2018 Q1	$130K	Buy	+11,124	New	+$136K	0.06%	300
2014 Q3	–	Sell	-10,035	Closed	-$139K	–	308
2014 Q2	$139K	Sell	10,035 -4,193	-29%	-$55K	0.12%	223
2014 Q1	$175K	Sell	14,228 -7,169	-34%	-$86.3K	0.12%	212
2013 Q4	$246K	Sell	21,397 -9,403	-31%	-$107K	0.16%	200
2013 Q3	$357K	Buy	30,800 +9,476	+44%	+$109K	0.22%	191
2013 Q2	$266K	Buy	+21,324	New	+$291K	0.16%	261

Other funds holding EIP

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

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJA

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

KIM

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

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

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

WAM

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

Doliver Advisors's EIP Position: Q3 2018 in Review

Doliver Advisors sold out of Eaton Vance Pennsylvania Municipal Bond Fund (EIP) in Q3 2018, closing a stake of 12,246 shares — an estimated $149K sold.

Doliver Advisors first reported a position in EIP in Q2 2013 and held it in 7 quarters. The position peaked at $357K in Q3 2013. 12 funds tracked by Wall St. Rank hold EIP as of Q3 2018.

Doliver Advisors reported no remaining Eaton Vance Pennsylvania Municipal Bond Fund position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 12,246 Eaton Vance Pennsylvania Municipal Bond Fund shares in Q3 2018, an estimated $149K.
Doliver Advisors first reported a position in Eaton Vance Pennsylvania Municipal Bond Fund in Q2 2013 and held it in 7 quarters.
Doliver Advisors's Eaton Vance Pennsylvania Municipal Bond Fund position peaked at $357K in Q3 2013.
12 funds tracked by Wall St. Rank held Eaton Vance Pennsylvania Municipal Bond Fund as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.