Sigma Planning Corp’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

Sigma Planning Corp’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
2016 Q2	–	Sell	-12,855	Closed	-$190K	–	803
2016 Q1	$190K	Sell	12,855 -855	-6%	-$12.4K	0.03%	610
2015 Q4	$192K	Sell	13,710 -1,200	-8%	-$16.4K	0.03%	613
2015 Q3	$198K	Sell	14,910 -5,577	-27%	-$74.2K	0.03%	578
2015 Q2	$272K	Sell	20,487 -4,919	-19%	-$66.6K	0.04%	516
2015 Q1	$353K	Buy	25,406 +12,560	+98%	+$177K	0.05%	474
2014 Q4	$175K	Buy	+12,846	New	+$175K	0.02%	645

Other funds holding EVO

KIM

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

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Sigma Planning Corp's EVO Position: Q2 2016 in Review

Sigma Planning Corp sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q2 2016, closing a stake of 12,855 shares — an estimated $190K sold.

Sigma Planning Corp first reported a position in EVO in Q4 2014 and held it in 6 quarters. The position peaked at $353K in Q1 2015. 17 funds tracked by Wall St. Rank hold EVO as of Q2 2016.

Sigma Planning Corp reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q2 2016 after selling out during the quarter.
Sigma Planning Corp sold 12,855 Eaton Vance Ohio Municipal Income Trust shares in Q2 2016, an estimated $190K.
Sigma Planning Corp first reported a position in Eaton Vance Ohio Municipal Income Trust in Q4 2014 and held it in 6 quarters.
Sigma Planning Corp's Eaton Vance Ohio Municipal Income Trust position peaked at $353K in Q1 2015.
17 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q2 2016.

Based on Sigma Planning Corp's 13F filing for Q2 2016, filed 22 Jul 2016.