Steward Partners Investment Advisory’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-5,311	Closed	-$65K	–	2633
2018 Q3	$65K	Hold	5,311	–	–	﹤0.01%	1097
2018 Q2	$66K	Hold	5,311	–	–	﹤0.01%	993
2018 Q1	$66K	Hold	5,311	–	–	﹤0.01%	898
2017 Q4	$69K	Hold	5,311	–	–	0.01%	732
2017 Q3	$72K	Buy	+5,311	New	+$72.7K	0.01%	609

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Steward Partners Investment Advisory's EVO Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q4 2018, closing a stake of 5,311 shares — an estimated $65K sold.

Steward Partners Investment Advisory first reported a position in EVO in Q3 2017 and held it in 5 quarters. The position peaked at $72K in Q3 2017. 18 funds tracked by Wall St. Rank hold EVO as of Q4 2018.

Steward Partners Investment Advisory reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,311 Eaton Vance Ohio Municipal Income Trust shares in Q4 2018, an estimated $65K.
Steward Partners Investment Advisory first reported a position in Eaton Vance Ohio Municipal Income Trust in Q3 2017 and held it in 5 quarters.
Steward Partners Investment Advisory's Eaton Vance Ohio Municipal Income Trust position peaked at $72K in Q3 2017.
18 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.