LPL Financial’s Eaton Vance New Jersey Municipal Income Trust EVJ Stock Holding History

LPL Financial’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
2016 Q2	–	Sell	-17,600	Closed	-$236K	–	3268
2016 Q1	$236K	Hold	17,600	–	–	﹤0.01%	2689
2015 Q4	$225K	Buy	+17,600	New	+$218K	﹤0.01%	2740
2015 Q3	–	Sell	-12,102	Closed	-$141K	–	3006
2015 Q2	$141K	Hold	12,102	–	–	﹤0.01%	2710
2015 Q1	$151K	Hold	12,102	–	–	﹤0.01%	2619
2014 Q4	$149K	Hold	12,102	–	–	﹤0.01%	2570
2014 Q3	$149K	Buy	12,102 +19	+0.2%	+$235	﹤0.01%	2543
2014 Q2	$153K	Buy	12,083 +59	+0.5%	+$744	﹤0.01%	2551
2014 Q1	$149K	Buy	12,024 +24	+0.2%	+$290	﹤0.01%	2518
2013 Q4	$139K	Buy	+12,000	New	+$140K	﹤0.01%	2522

Other funds holding EVJ

AAM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial's EVJ Position: Q2 2016 in Review

LPL Financial sold out of Eaton Vance New Jersey Municipal Income Trust (EVJ) in Q2 2016, closing a stake of 17,600 shares — an estimated $236K sold.

LPL Financial first reported a position in EVJ in Q4 2013 and held it in 9 quarters. The position peaked at $236K in Q1 2016. 12 funds tracked by Wall St. Rank hold EVJ as of Q2 2016.

LPL Financial reported no remaining Eaton Vance New Jersey Municipal Income Trust position as of Q2 2016 after selling out during the quarter.
LPL Financial sold 17,600 Eaton Vance New Jersey Municipal Income Trust shares in Q2 2016, an estimated $236K.
LPL Financial first reported a position in Eaton Vance New Jersey Municipal Income Trust in Q4 2013 and held it in 9 quarters.
LPL Financial's Eaton Vance New Jersey Municipal Income Trust position peaked at $236K in Q1 2016.
12 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Income Trust as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.