Doliver Advisors’s Eaton Vance Pennsylvania Municipal Income Trust EVP Stock Holding History

Doliver Advisors’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	-11,724	Closed	-$133K	–	355
2018 Q2	$133K	Buy	+11,724	New	+$134K	0.06%	278
2015 Q4	–	Sell	-11,000	Closed	-$131K	–	236
2015 Q3	$131K	Sell	11,000 -5,676	-34%	-$66.9K	0.1%	182
2015 Q2	$192K	Sell	16,676 -3,508	-17%	-$42.4K	0.13%	223
2015 Q1	$247K	Sell	20,184 -3,588	-15%	-$44.3K	0.16%	181
2014 Q4	$289K	Sell	23,772 -8,261	-26%	-$100K	0.2%	153
2014 Q3	$386K	Buy	32,033 +13,234	+70%	+$160K	0.27%	149
2014 Q2	$231K	Sell	18,799 -13,485	-42%	-$167K	0.2%	181
2014 Q1	$388K	Sell	32,284 -978	-3%	-$11.4K	0.26%	137
2013 Q4	$369K	Buy	33,262 +7,044	+27%	+$78.5K	0.24%	163
2013 Q3	$298K	Buy	26,218 +10,008	+62%	+$114K	0.18%	220
2013 Q2	$196K	Buy	+16,210	New	+$215K	0.12%	292

Other funds holding EVP

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

Doliver Advisors's EVP Position: Q3 2018 in Review

Doliver Advisors sold out of Eaton Vance Pennsylvania Municipal Income Trust (EVP) in Q3 2018, closing a stake of 11,724 shares — an estimated $133K sold.

Doliver Advisors first reported a position in EVP in Q2 2013 and held it in 11 quarters. The position peaked at $388K in Q1 2014. 15 funds tracked by Wall St. Rank hold EVP as of Q3 2018.

Doliver Advisors reported no remaining Eaton Vance Pennsylvania Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 11,724 Eaton Vance Pennsylvania Municipal Income Trust shares in Q3 2018, an estimated $133K.
Doliver Advisors first reported a position in Eaton Vance Pennsylvania Municipal Income Trust in Q2 2013 and held it in 11 quarters.
Doliver Advisors's Eaton Vance Pennsylvania Municipal Income Trust position peaked at $388K in Q1 2014.
15 funds tracked by Wall St. Rank held Eaton Vance Pennsylvania Municipal Income Trust as of Q3 2018.

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