Eaton Vance Pennsylvania Municipal Income Trust
EVP was delisted on the 18th of January, 2019.
9 hedge funds and large institutions have $2.24M invested in Eaton Vance Pennsylvania Municipal Income Trust in 2014 Q2 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
10% less funds holding
Funds holding: 10 → 9 (-1)
17% less capital invested
Capital invested by funds: $2.69M → $2.24M (-$449K)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
+$520 |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$322 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$286K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$167K |
| 3 |
Morgan Stanley
New York
|
-$40.7K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.58K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $928K | -$5.58K | -451 | -0.6% |
|
|
KIM
2
Karpus Investment Management
Pittsford,
New York
| $488K | -$5.58K | -451 | -1% |
|
|
ACM
3
Ashford Capital Management
Wilmington,
Delaware
| $234K | – | – | – |
|
|
DA
4
Doliver Advisors
Houston,
Texas
| $231K | -$167K | -13,485 | -42% |
|
|
5
Morgan Stanley
New York
| $133K | -$40.7K | -3,284 | -23% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $103K | – | – | – |
|
7
Wells Fargo
San Francisco,
California
| $66K | -$12 | -1 | -0% |
|
|
WA
8
WFG Advisors
Dallas,
Texas
| $33K | +$520 | +42 | +2% |
|
|
TFA
9
Transamerica Financial Advisors
St. Petersburg,
Florida
| $21K | +$322 | +26 | +2% |
|
|
WAM
10
Wolverine Asset Management
Chicago,
Illinois
| – | -$286K | -23,839 | Closed |
|
EVP Hedge Fund Activity: Q2 2014 in Review
9 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Pennsylvania Municipal Income Trust (EVP) for Q2 2014, worth a combined $2.24M — down 17% from $2.69M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of EVP and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 2 added.
The largest buyer was WFG Advisors, adding an estimated $520. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $286K sold.
- 9 institutional investors held Eaton Vance Pennsylvania Municipal Income Trust (EVP) as of Q2 2014, down from 10 in Q1 2014.
- Funds reported $2.24M of Eaton Vance Pennsylvania Municipal Income Trust stock for Q2 2014, down 17% quarter-over-quarter.
- 0 funds opened new Eaton Vance Pennsylvania Municipal Income Trust positions in Q2 2014 and 1 closed out, a net change of -1 holder.
- The largest Eaton Vance Pennsylvania Municipal Income Trust buyer in Q2 2014 was WFG Advisors, an estimated $520 added.
- The largest Eaton Vance Pennsylvania Municipal Income Trust seller in Q2 2014 was Wolverine Asset Management, an estimated $286K sold.
Based on aggregated 13F filings for Q2 2014.