SWP
EVO

Stratos Wealth Partners’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

Stratos Wealth Partners’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
-2,164
Closed -$27K – 3081
2018
Q3 		$27K Buy
+2,164
New +$27.4K ﹤0.01% 1745
2018
Q2 		– Sell
-3,884
Closed -$48K – 3209
2018
Q1 		$48K Sell
3,884
-500
-11% -$6.33K ﹤0.01% 1603
2017
Q4 		$57K Buy
+4,384
New +$58.6K ﹤0.01% 1457

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 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Stratos Wealth Partners's EVO Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Eaton Vance Ohio Municipal Income Trust (EVO) in Q4 2018, closing a stake of 2,164 shares — an estimated $27K sold.

Stratos Wealth Partners first reported a position in EVO in Q4 2017 and held it in 3 quarters. The position peaked at $57K in Q4 2017. 18 funds tracked by Wall St. Rank hold EVO as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Eaton Vance Ohio Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,164 Eaton Vance Ohio Municipal Income Trust shares in Q4 2018, an estimated $27K.
  • Stratos Wealth Partners first reported a position in Eaton Vance Ohio Municipal Income Trust in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Eaton Vance Ohio Municipal Income Trust position peaked at $57K in Q4 2017.
  • 18 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.