Northwestern Mutual Wealth Management
EVO

Northwestern Mutual Wealth Management’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio EVO Stock Details EVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$1K – 2807
2018
Q2 		$1K Buy
+100
New +$1.25K ﹤0.01% 2342

Other funds holding EVO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management's EVO Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q3 2018, closing a stake of 100 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in EVO in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 18 funds tracked by Wall St. Rank hold EVO as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 100 Eaton Vance Ohio Municipal Income Trust shares in Q3 2018, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance Ohio Municipal Income Trust in Q2 2018 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Eaton Vance Ohio Municipal Income Trust position peaked at $1K in Q2 2018.
  • 18 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.