Eaton Vance Pennsylvania Municipal Income Trust
EVP was delisted on the 18th of January, 2019.
11 hedge funds and large institutions have $2.72M invested in Eaton Vance Pennsylvania Municipal Income Trust in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
5% more capital invested
Capital invested by funds: $2.59M → $2.72M (+$131K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$52.2K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$28K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$22.9K |
| 4 |
Morgan Stanley
New York
|
+$20.1K |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$318 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$66.9K |
| 2 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
-$5.25K |
| 3 |
Citigroup
New York
|
-$4K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $982K | – | – | – |
|
|
KIM
2
Karpus Investment Management
Pittsford,
New York
| $811K | +$28K | +2,375 | +4% |
|
|
WAM
3
Wolverine Asset Management
Chicago,
Illinois
| $263K | +$22.9K | +1,945 | +10% |
|
|
4
Morgan Stanley
New York
| $197K | +$20.1K | +1,709 | +12% |
|
|
DA
5
Doliver Advisors
Houston,
Texas
| $131K | -$66.9K | -5,676 | -34% |
|
|
ICAS
6
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $120K | -$5.25K | -445 | -4% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $107K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $53K | +$52.2K | +4,430 | New |
|
|
TFA
9
Transamerica Financial Advisors
St. Petersburg,
Florida
| $22K | +$318 | +27 | +1% |
|
|
10
Wells Fargo
San Francisco,
California
| $17K | -$12 | -1 | -0.1% |
|
|
AWS
11
Aris Wealth Services
State College,
Pennsylvania
| $17K | +$248 | +21 | +2% |
|
|
12
Citigroup
New York
| – | -$4K | -364 | Closed |
|
EVP Hedge Fund Activity: Q3 2015 in Review
11 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Pennsylvania Municipal Income Trust (EVP) for Q3 2015, worth a combined $2.72M — up 5.1% from $2.59M a quarter earlier.
Fund positioning in EVP was balanced in Q3 2015: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $52.2K. The largest seller was Doliver Advisors, cutting an estimated $66.9K.
- 11 institutional investors held Eaton Vance Pennsylvania Municipal Income Trust (EVP) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $2.72M of Eaton Vance Pennsylvania Municipal Income Trust stock for Q3 2015, up 5.1% quarter-over-quarter.
- 1 fund opened new Eaton Vance Pennsylvania Municipal Income Trust positions in Q3 2015 and 1 closed out, a net change of 0 holders.
- The largest Eaton Vance Pennsylvania Municipal Income Trust buyer in Q3 2015 was UBS Group, an estimated $52.2K added.
- The largest Eaton Vance Pennsylvania Municipal Income Trust seller in Q3 2015 was Doliver Advisors, an estimated $66.9K sold.
Based on aggregated 13F filings for Q3 2015.