NFG
EVP

Next Financial Group’s Eaton Vance Pennsylvania Municipal Income Trust EVP Stock Holding History

Next Financial Group’s Portfolio EVP Stock Details EVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,800
Closed -$34K – 2549
2016
Q4 		$34K Buy
+2,800
New +$34.6K 0.01% 1122

Other funds holding EVP

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's EVP Position: Q1 2017 in Review

Next Financial Group sold out of Eaton Vance Pennsylvania Municipal Income Trust (EVP) in Q1 2017, closing a stake of 2,800 shares — an estimated $34K sold.

Next Financial Group first reported a position in EVP in Q4 2016 and held it in 1 quarter. The position peaked at $34K in Q4 2016. 12 funds tracked by Wall St. Rank hold EVP as of Q1 2017.

  • Next Financial Group reported no remaining Eaton Vance Pennsylvania Municipal Income Trust position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 2,800 Eaton Vance Pennsylvania Municipal Income Trust shares in Q1 2017, an estimated $34K.
  • Next Financial Group first reported a position in Eaton Vance Pennsylvania Municipal Income Trust in Q4 2016 and held it in 1 quarter.
  • Next Financial Group's Eaton Vance Pennsylvania Municipal Income Trust position peaked at $34K in Q4 2016.
  • 12 funds tracked by Wall St. Rank held Eaton Vance Pennsylvania Municipal Income Trust as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.