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

Next Financial Group’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 Q3	–	Sell	-3,881	Closed	-$55K	–	2539
2016 Q2	$55K	Hold	3,881	–	–	0.02%	631
2016 Q1	$51K	Hold	3,881	–	–	0.02%	619
2015 Q4	$49K	Hold	3,881	–	–	0.02%	626
2015 Q3	$46K	Hold	3,881	–	–	0.02%	659
2015 Q2	$45K	Buy	3,881 +968	+33%	+$11.8K	0.02%	707
2015 Q1	$36K	Hold	2,913	–	–	0.01%	781
2014 Q4	$36K	Buy	2,913 +1,395	+92%	+$17.2K	0.01%	776
2014 Q3	$19K	Hold	1,518	–	–	﹤0.01%	1458
2014 Q2	$19K	Buy	+1,518	New	+$19.1K	0.01%	627

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

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

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

WAM

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

Next Financial Group's EVJ Position: Q3 2016 in Review

Next Financial Group sold out of Eaton Vance New Jersey Municipal Income Trust (EVJ) in Q3 2016, closing a stake of 3,881 shares — an estimated $55K sold.

Next Financial Group first reported a position in EVJ in Q2 2014 and held it in 9 quarters. The position peaked at $55K in Q2 2016. 15 funds tracked by Wall St. Rank hold EVJ as of Q3 2016.

Next Financial Group reported no remaining Eaton Vance New Jersey Municipal Income Trust position as of Q3 2016 after selling out during the quarter.
Next Financial Group sold 3,881 Eaton Vance New Jersey Municipal Income Trust shares in Q3 2016, an estimated $55K.
Next Financial Group first reported a position in Eaton Vance New Jersey Municipal Income Trust in Q2 2014 and held it in 9 quarters.
Next Financial Group's Eaton Vance New Jersey Municipal Income Trust position peaked at $55K in Q2 2016.
15 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Income Trust as of Q3 2016.

Based on Next Financial Group's 13F filing for Q3 2016, filed 1 Nov 2016.