U
EVP

UBS’s Eaton Vance Pennsylvania Municipal Income Trust EVP Stock Holding History

UBS’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
2014
Q1 		– Sell
-2,000
Closed -$22K – 11496
2013
Q4 		$22K Buy
+2,000
New +$22.3K ﹤0.01% 8071

Other funds holding EVP

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

UBS's EVP Position: Q1 2014 in Review

UBS sold out of Eaton Vance Pennsylvania Municipal Income Trust (EVP) in Q1 2014, closing a stake of 2,000 shares — an estimated $22K sold.

UBS first reported a position in EVP in Q4 2013 and held it in 1 quarter. The position peaked at $22K in Q4 2013. 10 funds tracked by Wall St. Rank hold EVP as of Q1 2014.

  • UBS reported no remaining Eaton Vance Pennsylvania Municipal Income Trust position as of Q1 2014 after selling out during the quarter.
  • UBS sold 2,000 Eaton Vance Pennsylvania Municipal Income Trust shares in Q1 2014, an estimated $22K.
  • UBS first reported a position in Eaton Vance Pennsylvania Municipal Income Trust in Q4 2013 and held it in 1 quarter.
  • UBS's Eaton Vance Pennsylvania Municipal Income Trust position peaked at $22K in Q4 2013.
  • 10 funds tracked by Wall St. Rank held Eaton Vance Pennsylvania Municipal Income Trust as of Q1 2014.

Based on UBS's 13F filing for Q1 2014, filed 15 May 2014.