TJHA
EVJ

Thomas J. Herzfeld Advisors’s Eaton Vance New Jersey Municipal Income Trust EVJ Stock Holding History

Thomas J. Herzfeld Advisors’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
-8,591
Closed -$97K – 312
2018
Q2 		$97K Hold
8,591
– – 0.04% 152
2018
Q1 		$96K Buy
+8,591
New +$97.8K 0.04% 157

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 0.66% 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

Thomas J. Herzfeld Advisors's EVJ Position: Q3 2018 in Review

Thomas J. Herzfeld Advisors sold out of Eaton Vance New Jersey Municipal Income Trust (EVJ) in Q3 2018, closing a stake of 8,591 shares — an estimated $97K sold.

Thomas J. Herzfeld Advisors first reported a position in EVJ in Q1 2018 and held it in 2 quarters. The position peaked at $97K in Q2 2018. 20 funds tracked by Wall St. Rank hold EVJ as of Q3 2018.

  • Thomas J. Herzfeld Advisors reported no remaining Eaton Vance New Jersey Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 8,591 Eaton Vance New Jersey Municipal Income Trust shares in Q3 2018, an estimated $97K.
  • Thomas J. Herzfeld Advisors first reported a position in Eaton Vance New Jersey Municipal Income Trust in Q1 2018 and held it in 2 quarters.
  • Thomas J. Herzfeld Advisors's Eaton Vance New Jersey Municipal Income Trust position peaked at $97K in Q2 2018.
  • 20 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Income Trust as of Q3 2018.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.