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AE Wealth Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

AE Wealth Management’s Portfolio EVN Stock Details EVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,329
Closed -$128K – 1011
2019
Q2 		$128K Buy
10,329
+77
+0.8% +$940 ﹤0.01% 919
2019
Q1 		$125K Buy
+10,252
New +$120K 0.01% 615

Other funds holding EVN

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management's EVN Position: Q3 2019 in Review

AE Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2019, closing a stake of 10,329 shares — an estimated $128K sold.

AE Wealth Management first reported a position in EVN in Q1 2019 and held it in 2 quarters. The position peaked at $128K in Q2 2019. 72 funds tracked by Wall St. Rank hold EVN as of Q3 2019.

  • AE Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2019 after selling out during the quarter.
  • AE Wealth Management sold 10,329 Eaton Vance Municipal Income Trust shares in Q3 2019, an estimated $128K.
  • AE Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q1 2019 and held it in 2 quarters.
  • AE Wealth Management's Eaton Vance Municipal Income Trust position peaked at $128K in Q2 2019.
  • 72 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2019.

Based on AE Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.