U
EVO

UBS’s Eaton Vance Ohio Municipal Income Trust EVO Stock Holding History

UBS’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
2014
Q3 		$191K Buy
14,191
+3,085
+28% +$41.6K ﹤0.01% 5231
2014
Q2 		$152K Buy
11,106
+27
+0.2% +$368 ﹤0.01% 5464
2014
Q1 		$144K Sell
11,079
-337
-3% -$4.29K ﹤0.01% 5564
2013
Q4 		$138K Sell
11,416
-1,306
-10% -$15.7K ﹤0.01% 5704
2013
Q3 		$157K Buy
12,722
+4,844
+61% +$58.9K ﹤0.01% 5490
2013
Q2 		$101K Buy
+7,878
New +$113K ﹤0.01% 5901

Other funds holding EVO

JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS's EVO Position: Q3 2014 in Review

UBS increased its Eaton Vance Ohio Municipal Income Trust (EVO) stake by 28% in Q3 2014, buying an estimated $41.6K and bringing the position to 14,191 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #5231.

UBS first reported a position in EVO in Q2 2013 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold EVO as of Q3 2014.

  • UBS held 14,191 shares of Eaton Vance Ohio Municipal Income Trust worth $191K as of Q3 2014.
  • UBS bought 3,085 Eaton Vance Ohio Municipal Income Trust shares in Q3 2014, an estimated $41.6K.
  • Eaton Vance Ohio Municipal Income Trust made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5231 holding.
  • UBS first reported a position in Eaton Vance Ohio Municipal Income Trust in Q2 2013 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Eaton Vance Ohio Municipal Income Trust as of Q3 2014.

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