MSI Financial Services’s Eaton Vance Massachusetts Municipal Income Trust MMV Stock Holding History

MSI Financial Services’s Portfolio MMV Stock Details MMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,500	Closed	-$22K	–	4123
2016 Q3	$22K	Hold	1,500	–	–	﹤0.01%	2327
2016 Q2	$23K	Hold	1,500	–	–	﹤0.01%	2266
2016 Q1	$22K	Hold	1,500	–	–	﹤0.01%	2262
2015 Q4	$21K	Hold	1,500	–	–	﹤0.01%	2293
2015 Q3	$20K	Hold	1,500	–	–	﹤0.01%	1719
2015 Q2	$20K	Sell	1,500 -16,000	-91%	-$217K	﹤0.01%	1804
2015 Q1	$240K	Buy	+17,500	New	+$241K	0.02%	673

Other funds holding MMV

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

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

MSI Financial Services sold out of Eaton Vance Massachusetts Municipal Income Trust (MMV) in Q4 2016, closing a stake of 1,500 shares — an estimated $22K sold.

MSI Financial Services first reported a position in MMV in Q1 2015 and held it in 7 quarters. The position peaked at $240K in Q1 2015. 7 funds tracked by Wall St. Rank hold MMV as of Q4 2016.

MSI Financial Services reported no remaining Eaton Vance Massachusetts Municipal Income Trust position as of Q4 2016 after selling out during the quarter.
MSI Financial Services sold 1,500 Eaton Vance Massachusetts Municipal Income Trust shares in Q4 2016, an estimated $22K.
MSI Financial Services first reported a position in Eaton Vance Massachusetts Municipal Income Trust in Q1 2015 and held it in 7 quarters.
MSI Financial Services's Eaton Vance Massachusetts Municipal Income Trust position peaked at $240K in Q1 2015.
7 funds tracked by Wall St. Rank held Eaton Vance Massachusetts Municipal Income Trust as of Q4 2016.

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