James Investment Research’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

James Investment Research’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
2017 Q2	–	Sell	-1,837	Closed	-$25K	–	802
2017 Q1	$25K	Sell	1,837 -61	-3%	-$845	﹤0.01%	587
2016 Q4	$26K	Hold	1,898	–	–	﹤0.01%	459
2016 Q3	$29K	Hold	1,898	–	–	﹤0.01%	445
2016 Q2	$30K	Hold	1,898	–	–	﹤0.01%	393
2016 Q1	$28K	Hold	1,898	–	–	﹤0.01%	376
2015 Q4	$27K	Hold	1,898	–	–	﹤0.01%	391
2015 Q3	$25K	Hold	1,898	–	–	﹤0.01%	388
2015 Q2	$25K	Buy	+1,898	New	+$25.7K	﹤0.01%	412
2015 Q1	–	Hold	0	–	–	–	253
2014 Q4	–	Hold	0	–	–	–	236
2014 Q3	–	Hold	0	–	–	–	234
2014 Q2	–	Hold	0	–	–	–	227
2014 Q1	–	Hold	0	–	–	–	263
2013 Q4	–	Hold	0	–	–	–	299
2013 Q3	–	Hold	0	–	–	–	237
2013 Q2	–	Hold	0	–	–	–	223

Other funds holding EVO

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

James Investment Research's EVO Position: Q2 2017 in Review

James Investment Research sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q2 2017, closing a stake of 1,837 shares — an estimated $25K sold.

James Investment Research first reported a position in EVO in Q2 2015 and held it in 8 quarters. The position peaked at $30K in Q2 2016. 18 funds tracked by Wall St. Rank hold EVO as of Q2 2017.

James Investment Research reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q2 2017 after selling out during the quarter.
James Investment Research sold 1,837 Eaton Vance Ohio Municipal Income Trust shares in Q2 2017, an estimated $25K.
James Investment Research first reported a position in Eaton Vance Ohio Municipal Income Trust in Q2 2015 and held it in 8 quarters.
James Investment Research's Eaton Vance Ohio Municipal Income Trust position peaked at $30K in Q2 2016.
18 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q2 2017.

Based on James Investment Research's 13F filing for Q2 2017, filed 14 Jul 2017.