Point View Wealth Management’s Eaton Vance Pennsylvania Municipal Income Trust EVP Stock Holding History

Point View Wealth Management’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
2018 Q4	–	Sell	-10,740	Closed	-$122K	–	278
2018 Q3	$122K	Hold	10,740	–	–	0.05%	257
2018 Q2	$121K	Hold	10,740	–	–	0.06%	242
2018 Q1	$124K	Buy	+10,740	New	+$130K	0.06%	242
2017 Q4	–	Sell	-10,740	Closed	-$132K	–	277
2017 Q3	$132K	Sell	10,740 -1,578	-13%	-$19.3K	0.06%	249
2017 Q2	$150K	Hold	12,318	–	–	0.07%	241
2017 Q1	$148K	Hold	12,318	–	–	0.08%	238
2016 Q4	$149K	Buy	+12,318	New	+$152K	0.09%	229

Other funds holding EVP

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Boenning & Scattergood West Conshohocken, Pennsylvania $622M AUM 8.79% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point View Wealth Management's EVP Position: Q4 2018 in Review

Point View Wealth Management sold out of Eaton Vance Pennsylvania Municipal Income Trust (EVP) in Q4 2018, closing a stake of 10,740 shares — an estimated $122K sold.

Point View Wealth Management first reported a position in EVP in Q4 2016 and held it in 7 quarters. The position peaked at $150K in Q2 2017. 15 funds tracked by Wall St. Rank hold EVP as of Q4 2018.

Point View Wealth Management reported no remaining Eaton Vance Pennsylvania Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
Point View Wealth Management sold 10,740 Eaton Vance Pennsylvania Municipal Income Trust shares in Q4 2018, an estimated $122K.
Point View Wealth Management first reported a position in Eaton Vance Pennsylvania Municipal Income Trust in Q4 2016 and held it in 7 quarters.
Point View Wealth Management's Eaton Vance Pennsylvania Municipal Income Trust position peaked at $150K in Q2 2017.
15 funds tracked by Wall St. Rank held Eaton Vance Pennsylvania Municipal Income Trust as of Q4 2018.

Based on Point View Wealth Management's 13F filing for Q4 2018, filed 7 Feb 2019.