Doliver Advisors’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

Doliver Advisors’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
2018 Q3	–	Sell	-12,813	Closed	-$160K	–	359
2018 Q2	$160K	Buy	12,813 +1,203	+10%	+$15K	0.07%	259
2018 Q1	$144K	Buy	+11,610	New	+$147K	0.06%	286
2015 Q1	–	Sell	-11,372	Closed	-$155K	–	325
2014 Q4	$155K	Sell	11,372 -2,163	-16%	-$29.4K	0.11%	200
2014 Q3	$182K	Sell	13,535 -875	-6%	-$11.8K	0.13%	236
2014 Q2	$197K	Sell	14,410 -4,768	-25%	-$65K	0.17%	195
2014 Q1	$249K	Sell	19,178 -9,962	-34%	-$127K	0.16%	187
2013 Q4	$353K	Buy	29,140 +8,847	+44%	+$106K	0.23%	169
2013 Q3	$250K	Buy	20,293 +2,251	+12%	+$27.4K	0.15%	248
2013 Q2	$232K	Buy	+18,042	New	+$258K	0.14%	277

Other funds holding EVO

RJA

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

KIM

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

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

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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Doliver Advisors's EVO Position: Q3 2018 in Review

Doliver Advisors sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q3 2018, closing a stake of 12,813 shares — an estimated $160K sold.

Doliver Advisors first reported a position in EVO in Q2 2013 and held it in 9 quarters. The position peaked at $353K in Q4 2013. 18 funds tracked by Wall St. Rank hold EVO as of Q3 2018.

Doliver Advisors reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 12,813 Eaton Vance Ohio Municipal Income Trust shares in Q3 2018, an estimated $160K.
Doliver Advisors first reported a position in Eaton Vance Ohio Municipal Income Trust in Q2 2013 and held it in 9 quarters.
Doliver Advisors's Eaton Vance Ohio Municipal Income Trust position peaked at $353K in Q4 2013.
18 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q3 2018.

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