MFS
EVJ

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

MSI Financial Services’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
Q4 		$25K Hold
2,050
– – ﹤0.01% 2282
2016
Q3 		$28K Buy
+2,050
New +$28.7K ﹤0.01% 2185

Other funds holding EVJ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MSI Financial Services's EVJ Position: Q4 2016 in Review

MSI Financial Services held its Eaton Vance New Jersey Municipal Income Trust (EVJ) position steady in Q4 2016 at 2,050 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

MSI Financial Services first reported a position in EVJ in Q3 2016 and has held it in 2 quarters since. The position peaked at $28K in Q3 2016. 17 funds tracked by Wall St. Rank hold EVJ as of Q4 2016.

  • MSI Financial Services held 2,050 shares of Eaton Vance New Jersey Municipal Income Trust worth $25K as of Q4 2016.
  • MSI Financial Services left its Eaton Vance New Jersey Municipal Income Trust share count unchanged in Q4 2016.
  • Eaton Vance New Jersey Municipal Income Trust made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2282 holding.
  • MSI Financial Services first reported a position in Eaton Vance New Jersey Municipal Income Trust in Q3 2016 and has held it in 2 quarters since.
  • MSI Financial Services's Eaton Vance New Jersey Municipal Income Trust position peaked at $28K in Q3 2016.
  • 17 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Income Trust as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.