Transamerica Financial Advisors’s Eaton Vance Pennsylvania Municipal Income Trust EVP Stock Holding History

Transamerica Financial Advisors’s Portfolio EVP Stock Details EVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-2,892	Closed	-$38K	–	789
2016 Q1	$38K	Buy	2,892 +1,032	+55%	+$12.9K	﹤0.01%	406
2015 Q4	$23K	Buy	1,860 +28	+2%	+$336	﹤0.01%	512
2015 Q3	$22K	Buy	1,832 +27	+1%	+$318	﹤0.01%	496
2015 Q2	$21K	Buy	1,805 +27	+2%	+$327	﹤0.01%	555
2015 Q1	$22K	Buy	1,778 +26	+1%	+$321	﹤0.01%	533
2014 Q4	$22K	Buy	1,752 +26	+2%	+$316	﹤0.01%	431
2014 Q3	$21K	Buy	1,726 +27	+2%	+$326	﹤0.01%	410
2014 Q2	$21K	Buy	1,699 +26	+2%	+$322	﹤0.01%	445
2014 Q1	$21K	Sell	1,673 -1,777	-52%	-$20.7K	﹤0.01%	407
2013 Q4	$39K	Sell	3,450 -2,683	-44%	-$29.9K	﹤0.01%	361
2013 Q3	$70K	Buy	6,133 +1,175	+24%	+$13.3K	0.01%	288
2013 Q2	$61K	Buy	+4,958	New	+$65.7K	0.01%	262

Other funds holding EVP

KIM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

Transamerica Financial Advisors's EVP Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Eaton Vance Pennsylvania Municipal Income Trust (EVP) in Q2 2016, closing a stake of 2,892 shares — an estimated $38K sold.

Transamerica Financial Advisors first reported a position in EVP in Q2 2013 and held it in 12 quarters. The position peaked at $70K in Q3 2013. 11 funds tracked by Wall St. Rank hold EVP as of Q2 2016.

Transamerica Financial Advisors reported no remaining Eaton Vance Pennsylvania Municipal Income Trust position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 2,892 Eaton Vance Pennsylvania Municipal Income Trust shares in Q2 2016, an estimated $38K.
Transamerica Financial Advisors first reported a position in Eaton Vance Pennsylvania Municipal Income Trust in Q2 2013 and held it in 12 quarters.
Transamerica Financial Advisors's Eaton Vance Pennsylvania Municipal Income Trust position peaked at $70K in Q3 2013.
11 funds tracked by Wall St. Rank held Eaton Vance Pennsylvania Municipal Income Trust as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.