LPL Financial’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-17,895
| Closed | -$217K | – | 3293 |
|
|
2018
Q4 | $217K | Sell |
17,895
-625
| -3% | -$7.52K | ﹤0.01% | 2754 |
|
|
2018
Q3 | $228K | Sell |
18,520
-6,220
| -25% | -$78.7K | ﹤0.01% | 2894 |
|
|
2018
Q2 | $308K | Buy |
24,740
+27
| +0.1% | +$336 | ﹤0.01% | 2627 |
|
|
2018
Q1 | $307K | Buy |
24,713
+26
| +0.1% | +$329 | ﹤0.01% | 2587 |
|
|
2017
Q4 | $322K | Buy |
24,687
+2,825
| +13% | +$37.8K | ﹤0.01% | 2432 |
|
|
2017
Q3 | $297K | Buy |
21,862
+1,023
| +5% | +$14K | ﹤0.01% | 2366 |
|
|
2017
Q2 | $290K | Sell |
20,839
-18,870
| -48% | -$261K | ﹤0.01% | 2316 |
|
|
2017
Q1 | $541K | Buy |
39,709
+3,358
| +9% | +$46.5K | ﹤0.01% | 1737 |
|
|
2016
Q4 | $500K | Buy |
36,351
+5,556
| +18% | +$78K | ﹤0.01% | 1753 |
|
|
2016
Q3 | $458K | Sell |
30,795
-8,373
| -21% | -$131K | ﹤0.01% | 1795 |
|
|
2016
Q2 | $623K | Sell |
39,168
-39,050
| -50% | -$602K | 0.01% | 1487 |
|
|
2016
Q1 | $1.17M | Buy |
78,218
+124
| +0.2% | +$1.79K | ﹤0.01% | 1566 |
|
|
2015
Q4 | $1.12M | Buy |
78,094
+49,698
| +175% | +$679K | ﹤0.01% | 1592 |
|
|
2015
Q3 | $380K | Sell |
28,396
-134
| -0.5% | -$1.78K | ﹤0.01% | 2025 |
|
|
2015
Q2 | $379K | Sell |
28,530
-9,836
| -26% | -$133K | ﹤0.01% | 2120 |
|
|
2015
Q1 | $535K | Buy |
38,366
+12,083
| +46% | +$170K | ﹤0.01% | 1810 |
|
|
2014
Q4 | $359K | Buy |
26,283
+62
| +0.2% | +$842 | ﹤0.01% | 2013 |
|
|
2014
Q3 | $354K | Sell |
26,221
-1,746
| -6% | -$23.5K | ﹤0.01% | 2047 |
|
|
2014
Q2 | $383K | Sell |
27,967
-6,393
| -19% | -$87.1K | ﹤0.01% | 2005 |
|
|
2014
Q1 | $446K | Buy |
34,360
+1,694
| +5% | +$21.6K | ﹤0.01% | 1822 |
|
|
2013
Q4 | $396K | Buy |
32,666
+6,003
| +23% | +$72.1K | ﹤0.01% | 1903 |
|
|
2013
Q3 | $316K | Buy |
26,663
+13,163
| +98% | +$160K | ﹤0.01% | 1971 |
|
|
2013
Q2 | $174K | Buy |
+13,500
| New | +$193K | ﹤0.01% | 2245 |
|
LPL Financial's EVO Position: Q1 2019 in Review
LPL Financial sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q1 2019, closing a stake of 17,895 shares — an estimated $217K sold.
LPL Financial first reported a position in EVO in Q2 2013 and held it in 23 quarters. The position peaked at $1.17M in Q1 2016. 0 funds tracked by Wall St. Rank hold EVO as of Q1 2019.
- LPL Financial reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q1 2019 after selling out during the quarter.
- LPL Financial sold 17,895 Eaton Vance Ohio Municipal Income Trust shares in Q1 2019, an estimated $217K.
- LPL Financial first reported a position in Eaton Vance Ohio Municipal Income Trust in Q2 2013 and held it in 23 quarters.
- LPL Financial's Eaton Vance Ohio Municipal Income Trust position peaked at $1.17M in Q1 2016.
- 0 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q1 2019.
Based on LPL Financial's 13F filing for Q1 2019, filed 8 May 2019.