SPIA
EVJ

Steward Partners Investment Advisory’s Eaton Vance New Jersey Municipal Income Trust EVJ Stock Holding History

Steward Partners Investment Advisory’s Portfolio EVJ Stock Details EVJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,200
Closed -$36K – 2823
2018
Q2 		$36K Buy
+3,200
New +$35.8K ﹤0.01% 1235

Other funds holding EVJ

MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return

Steward Partners Investment Advisory's EVJ Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of Eaton Vance New Jersey Municipal Income Trust (EVJ) in Q3 2018, closing a stake of 3,200 shares — an estimated $36K sold.

Steward Partners Investment Advisory first reported a position in EVJ in Q2 2018 and held it in 1 quarter. The position peaked at $36K in Q2 2018. 20 funds tracked by Wall St. Rank hold EVJ as of Q3 2018.

  • Steward Partners Investment Advisory reported no remaining Eaton Vance New Jersey Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,200 Eaton Vance New Jersey Municipal Income Trust shares in Q3 2018, an estimated $36K.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance New Jersey Municipal Income Trust in Q2 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Eaton Vance New Jersey Municipal Income Trust position peaked at $36K in Q2 2018.
  • 20 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Income Trust as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.