U
EVJ

UBS’s Eaton Vance New Jersey Municipal Income Trust EVJ Stock Holding History

UBS’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
2014
Q3 		$65K Sell
5,290
-791
-13% -$9.79K ﹤0.01% 6518
2014
Q2 		$77K Buy
6,081
+768
+14% +$9.68K ﹤0.01% 6289
2014
Q1 		$66K Sell
5,313
-811
-13% -$9.81K ﹤0.01% 6496
2013
Q4 		$71K Buy
6,124
+5,088
+491% +$59.2K ﹤0.01% 6502
2013
Q3 		$12K Buy
1,036
+3
+0.3% +$36 ﹤0.01% 8693
2013
Q2 		$13K Buy
+1,033
New +$14.5K ﹤0.01% 8416

Other funds holding EVJ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS's EVJ Position: Q3 2014 in Review

UBS reduced its Eaton Vance New Jersey Municipal Income Trust (EVJ) stake by 13% in Q3 2014, selling an estimated $9.79K and leaving 5,290 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #6518.

UBS first reported a position in EVJ in Q2 2013 and has held it in 6 quarters since. The position peaked at $77K in Q2 2014. 13 funds tracked by Wall St. Rank hold EVJ as of Q3 2014.

  • UBS held 5,290 shares of Eaton Vance New Jersey Municipal Income Trust worth $65K as of Q3 2014.
  • UBS sold 791 Eaton Vance New Jersey Municipal Income Trust shares in Q3 2014, an estimated $9.79K.
  • Eaton Vance New Jersey Municipal Income Trust made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6518 holding.
  • UBS first reported a position in Eaton Vance New Jersey Municipal Income Trust in Q2 2013 and has held it in 6 quarters since.
  • UBS's Eaton Vance New Jersey Municipal Income Trust position peaked at $77K in Q2 2014.
  • 13 funds tracked by Wall St. Rank held Eaton Vance New Jersey Municipal Income Trust as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.