PAG
EVO

Private Advisor Group’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

Private Advisor Group’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
Q1 		– Sell
-14,805
Closed -$194K – 1441
2017
Q4 		$194K Sell
14,805
-5,359
-27% -$71.6K 0.01% 1087
2017
Q3 		$274K Hold
20,164
– – 0.01% 1194
2017
Q2 		$276K Sell
20,164
-1,680
-8% -$23.2K 0.01% 1101
2017
Q1 		$298K Sell
21,844
-4,931
-18% -$68.3K 0.01% 1076
2016
Q4 		$376K Buy
+26,775
New +$376K 0.01% 855

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
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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Private Advisor Group's EVO Position: Q1 2018 in Review

Private Advisor Group sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q1 2018, closing a stake of 14,805 shares — an estimated $194K sold.

Private Advisor Group first reported a position in EVO in Q4 2016 and held it in 5 quarters. The position peaked at $376K in Q4 2016. 23 funds tracked by Wall St. Rank hold EVO as of Q1 2018.

  • Private Advisor Group reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
  • Private Advisor Group sold 14,805 Eaton Vance Ohio Municipal Income Trust shares in Q1 2018, an estimated $194K.
  • Private Advisor Group first reported a position in Eaton Vance Ohio Municipal Income Trust in Q4 2016 and held it in 5 quarters.
  • Private Advisor Group's Eaton Vance Ohio Municipal Income Trust position peaked at $376K in Q4 2016.
  • 23 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q1 2018.

Based on Private Advisor Group's 13F filing for Q1 2018, filed 9 May 2018.