Edge Wealth Management’s Eaton Vance New Jersey Municipal Income Trust EVJ Stock Holding History

Edge Wealth Management’s Portfolio EVJ Stock Details EVJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,500	Closed	-$40K	–	661
2018 Q3	$40K	Hold	3,500	–	–	0.01%	283
2018 Q2	$39K	Hold	3,500	–	–	0.01%	274
2018 Q1	$39K	Sell	3,500 -2,000	-36%	-$22.8K	0.01%	250
2017 Q4	$64K	Sell	5,500 -2,500	-31%	-$29.8K	0.02%	204
2017 Q3	$96K	Hold	8,000	–	–	0.03%	174
2017 Q2	$98K	Hold	8,000	–	–	0.03%	173
2017 Q1	$96K	Buy	8,000 +2,000	+33%	+$24K	0.03%	170
2016 Q4	$72K	Buy	+6,000	New	+$75.1K	0.03%	168

Other funds holding EVJ

RCM

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

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

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

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

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

AAM

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

WAM

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Wealth Management's EVJ Position: Q4 2018 in Review

Edge Wealth Management sold out of Eaton Vance New Jersey Municipal Income Trust (EVJ) in Q4 2018, closing a stake of 3,500 shares — an estimated $40K sold.

Edge Wealth Management first reported a position in EVJ in Q4 2016 and held it in 8 quarters. The position peaked at $98K in Q2 2017. 17 funds tracked by Wall St. Rank hold EVJ as of Q4 2018.

Edge Wealth Management reported no remaining Eaton Vance New Jersey Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
Edge Wealth Management sold 3,500 Eaton Vance New Jersey Municipal Income Trust shares in Q4 2018, an estimated $40K.
Edge Wealth Management first reported a position in Eaton Vance New Jersey Municipal Income Trust in Q4 2016 and held it in 8 quarters.
Edge Wealth Management's Eaton Vance New Jersey Municipal Income Trust position peaked at $98K in Q2 2017.
17 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Income Trust as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.