OA
EVO

Oxbow Advisors’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

Oxbow Advisors’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
2015
Q1 		– Sell
-16,850
Closed -$230K – 226
2014
Q4 		$230K Hold
16,850
– – 0.03% 182
2014
Q3 		$227K Hold
16,850
– – 0.03% 189
2014
Q2 		$231K Hold
16,850
– – 0.03% 190
2014
Q1 		$219K Hold
16,850
– – 0.03% 196
2013
Q4 		$204K Buy
+16,850
New +$202K 0.03% 210

Other funds holding EVO

JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Oxbow Advisors's EVO Position: Q1 2015 in Review

Oxbow Advisors sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q1 2015, closing a stake of 16,850 shares — an estimated $230K sold.

Oxbow Advisors first reported a position in EVO in Q4 2013 and held it in 5 quarters. The position peaked at $231K in Q2 2014. 12 funds tracked by Wall St. Rank hold EVO as of Q1 2015.

  • Oxbow Advisors reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q1 2015 after selling out during the quarter.
  • Oxbow Advisors sold 16,850 Eaton Vance Ohio Municipal Income Trust shares in Q1 2015, an estimated $230K.
  • Oxbow Advisors first reported a position in Eaton Vance Ohio Municipal Income Trust in Q4 2013 and held it in 5 quarters.
  • Oxbow Advisors's Eaton Vance Ohio Municipal Income Trust position peaked at $231K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q1 2015.

Based on Oxbow Advisors's 13F filing for Q1 2015, filed 23 Apr 2015.