HSA
EVP

HBK Sorce Advisory’s Eaton Vance Pennsylvania Municipal Income Trust EVP Stock Holding History

HBK Sorce Advisory’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
Q4 		– Sell
-10,100
Closed -$115K – 435
2018
Q3 		$115K Hold
10,100
– – 0.01% 391
2018
Q2 		$114K Hold
10,100
– – 0.01% 377
2018
Q1 		$116K Hold
10,100
– – 0.01% 365
2017
Q4 		$123K Buy
+10,100
New +$123K 0.01% 381

Other funds holding EVP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BS
Boenning & Scattergood West Conshohocken, Pennsylvania $622M AUM 8.79% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBK Sorce Advisory's EVP Position: Q4 2018 in Review

HBK Sorce Advisory sold out of Eaton Vance Pennsylvania Municipal Income Trust (EVP) in Q4 2018, closing a stake of 10,100 shares — an estimated $115K sold.

HBK Sorce Advisory first reported a position in EVP in Q4 2017 and held it in 4 quarters. The position peaked at $123K in Q4 2017. 15 funds tracked by Wall St. Rank hold EVP as of Q4 2018.

  • HBK Sorce Advisory reported no remaining Eaton Vance Pennsylvania Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • HBK Sorce Advisory sold 10,100 Eaton Vance Pennsylvania Municipal Income Trust shares in Q4 2018, an estimated $115K.
  • HBK Sorce Advisory first reported a position in Eaton Vance Pennsylvania Municipal Income Trust in Q4 2017 and held it in 4 quarters.
  • HBK Sorce Advisory's Eaton Vance Pennsylvania Municipal Income Trust position peaked at $123K in Q4 2017.
  • 15 funds tracked by Wall St. Rank held Eaton Vance Pennsylvania Municipal Income Trust as of Q4 2018.

Based on HBK Sorce Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.