NGA
EMI

Naples Global Advisors’s Eaton Vance Michigan Municipal Income Trust EMI Stock Holding History

Naples Global Advisors’s Portfolio EMI Stock Details EMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,600
Closed -$166K – 292
2017
Q3 		$166K Hold
12,600
– – 0.06% 267
2017
Q2 		$170K Hold
12,600
– – 0.06% 261
2017
Q1 		$164K Buy
+12,600
New +$165K 0.06% 265
2016
Q4 		– Sell
-15,400
Closed -$218K – 259
2016
Q3 		$218K Buy
+15,400
New +$221K 0.09% 245

Other funds holding EMI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Naples Global Advisors's EMI Position: Q4 2017 in Review

Naples Global Advisors sold out of Eaton Vance Michigan Municipal Income Trust (EMI) in Q4 2017, closing a stake of 12,600 shares — an estimated $166K sold.

Naples Global Advisors first reported a position in EMI in Q3 2016 and held it in 4 quarters. The position peaked at $218K in Q3 2016. 13 funds tracked by Wall St. Rank hold EMI as of Q4 2017.

  • Naples Global Advisors reported no remaining Eaton Vance Michigan Municipal Income Trust position as of Q4 2017 after selling out during the quarter.
  • Naples Global Advisors sold 12,600 Eaton Vance Michigan Municipal Income Trust shares in Q4 2017, an estimated $166K.
  • Naples Global Advisors first reported a position in Eaton Vance Michigan Municipal Income Trust in Q3 2016 and held it in 4 quarters.
  • Naples Global Advisors's Eaton Vance Michigan Municipal Income Trust position peaked at $218K in Q3 2016.
  • 13 funds tracked by Wall St. Rank held Eaton Vance Michigan Municipal Income Trust as of Q4 2017.

Based on Naples Global Advisors's 13F filing for Q4 2017, filed 19 Jan 2018.