Doliver Advisors’s Eaton Vance New Jersey Municipal Bond Fund EMJ Stock Holding History

Doliver Advisors’s Portfolio EMJ Stock Details EMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-21,762	Closed	-$254K	–	337
2018 Q2	$254K	Sell	21,762 -1,160	-5%	-$13.6K	0.11%	150
2018 Q1	$269K	Buy	22,922 +10,617	+86%	+$127K	0.12%	167
2017 Q4	$153K	Buy	12,305 +2,279	+23%	+$28.9K	0.06%	265
2017 Q3	$131K	Buy	+10,026	New	+$132K	0.06%	240
2014 Q2	–	Sell	-12,125	Closed	-$149K	–	275
2014 Q1	$149K	Sell	12,125 -9,266	-43%	-$113K	0.1%	215
2013 Q4	$249K	Sell	21,391 -5,236	-20%	-$60.2K	0.16%	199
2013 Q3	$312K	Buy	26,627 +6,416	+32%	+$75.5K	0.19%	212
2013 Q2	$254K	Buy	+20,211	New	+$280K	0.15%	267

Other funds holding EMJ

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

Doliver Advisors's EMJ Position: Q3 2018 in Review

Doliver Advisors sold out of Eaton Vance New Jersey Municipal Bond Fund (EMJ) in Q3 2018, closing a stake of 21,762 shares — an estimated $254K sold.

Doliver Advisors first reported a position in EMJ in Q2 2013 and held it in 8 quarters. The position peaked at $312K in Q3 2013. 14 funds tracked by Wall St. Rank hold EMJ as of Q3 2018.

Doliver Advisors reported no remaining Eaton Vance New Jersey Municipal Bond Fund position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 21,762 Eaton Vance New Jersey Municipal Bond Fund shares in Q3 2018, an estimated $254K.
Doliver Advisors first reported a position in Eaton Vance New Jersey Municipal Bond Fund in Q2 2013 and held it in 8 quarters.
Doliver Advisors's Eaton Vance New Jersey Municipal Bond Fund position peaked at $312K in Q3 2013.
14 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Bond Fund as of Q3 2018.

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