GSC
EVO

Ground Swell Capital’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

Ground Swell Capital’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
2014
Q3 		$4K Sell
263
-437
-62% -$5.89K 0.01% 1686
2014
Q2 		$10K Buy
+700
New +$9.54K 0.02% 761

Other funds holding EVO

JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Ground Swell Capital's EVO Position: Q3 2014 in Review

Ground Swell Capital reduced its Eaton Vance Ohio Municipal Income Trust (EVO) stake by 62% in Q3 2014, selling an estimated $5.89K and leaving 263 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #1686.

Ground Swell Capital first reported a position in EVO in Q2 2014 and has held it in 2 quarters since. The position peaked at $10K in Q2 2014. 11 funds tracked by Wall St. Rank hold EVO as of Q3 2014.

  • Ground Swell Capital held 263 shares of Eaton Vance Ohio Municipal Income Trust worth $4K as of Q3 2014.
  • Ground Swell Capital sold 437 Eaton Vance Ohio Municipal Income Trust shares in Q3 2014, an estimated $5.89K.
  • Eaton Vance Ohio Municipal Income Trust made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1686 holding.
  • Ground Swell Capital first reported a position in Eaton Vance Ohio Municipal Income Trust in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Eaton Vance Ohio Municipal Income Trust position peaked at $10K in Q2 2014.
  • 11 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.