WA
EVP

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

WFG 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
2015
Q1 		– Sell
-1
Closed – – 2274
2014
Q4 		$0 Sell
1
-2,749
-100% -$33.4K ﹤0.01% 2374
2014
Q3 		$33K Buy
2,750
+43
+2% +$519 0.01% 1081
2014
Q2 		$33K Buy
2,707
+42
+2% +$520 0.01% 1074
2014
Q1 		$32K Buy
2,665
+44
+2% +$514 0.01% 1082
2013
Q4 		$29K Buy
2,621
+46
+2% +$513 ﹤0.01% 1197
2013
Q3 		$29K Sell
2,575
-957
-27% -$10.9K ﹤0.01% 1129
2013
Q2 		$43K Buy
+3,532
New +$46.8K 0.01% 946

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
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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
AWS
Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return

WFG Advisors's EVP Position: Q1 2015 in Review

WFG Advisors sold out of Eaton Vance Pennsylvania Municipal Income Trust (EVP) in Q1 2015, closing a stake of 1 share.

WFG Advisors first reported a position in EVP in Q2 2013 and held it in 7 quarters. The position peaked at $43K in Q2 2013. 9 funds tracked by Wall St. Rank hold EVP as of Q1 2015.

  • WFG Advisors reported no remaining Eaton Vance Pennsylvania Municipal Income Trust position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 1 Eaton Vance Pennsylvania Municipal Income Trust share in Q1 2015.
  • WFG Advisors first reported a position in Eaton Vance Pennsylvania Municipal Income Trust in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Eaton Vance Pennsylvania Municipal Income Trust position peaked at $43K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held Eaton Vance Pennsylvania Municipal Income Trust as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.