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

IFP 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	-2,411	Closed	-$30K	–	4211
2018 Q2	$30K	Hold	2,411	–	–	﹤0.01%	2237
2018 Q1	$31K	Hold	2,411	–	–	﹤0.01%	2119
2017 Q4	$31K	Sell	2,411 -1,348	-36%	-$18K	﹤0.01%	2144
2017 Q3	$51K	Hold	3,759	–	–	﹤0.01%	1987
2017 Q2	$52K	Buy	3,759 +1,014	+37%	+$14K	﹤0.01%	1953
2017 Q1	$37K	Hold	2,745	–	–	﹤0.01%	2122
2016 Q4	$37K	Hold	2,745	–	–	﹤0.01%	2066
2016 Q3	$42K	Hold	2,745	–	–	﹤0.01%	1934
2016 Q2	$43K	Buy	+2,745	New	+$42.3K	﹤0.01%	1876
2016 Q1	–	Sell	-2,745	Closed	-$38K	–	4568
2015 Q4	$38K	Buy	+2,745	New	+$37.5K	﹤0.01%	1789

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

IFP Advisors's EVO Position: Q3 2018 in Review

IFP Advisors sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q3 2018, closing a stake of 2,411 shares — an estimated $30K sold.

IFP Advisors first reported a position in EVO in Q4 2015 and held it in 10 quarters. The position peaked at $52K in Q2 2017. 18 funds tracked by Wall St. Rank hold EVO as of Q3 2018.

IFP Advisors reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 2,411 Eaton Vance Ohio Municipal Income Trust shares in Q3 2018, an estimated $30K.
IFP Advisors first reported a position in Eaton Vance Ohio Municipal Income Trust in Q4 2015 and held it in 10 quarters.
IFP Advisors's Eaton Vance Ohio Municipal Income Trust position peaked at $52K in Q2 2017.
18 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.