Allen Mooney & Barnes Investment Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
2023 Q3	–	Sell	-13,638	Closed	-$136K	–	152
2023 Q2	$136K	Hold	13,638	–	–	0.03%	142
2023 Q1	$138K	Hold	13,638	–	–	0.03%	127
2022 Q4	$135K	Sell	13,638 -1,475	-10%	-$14.5K	0.03%	130
2022 Q3	$148K	Hold	15,113	–	–	0.04%	129
2022 Q2	$165K	Hold	15,113	–	–	0.04%	133
2022 Q1	$179K	Buy	+15,113	New	+$190K	0.04%	148

Other funds holding EVN

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's EVN Position: Q3 2023 in Review

Allen Mooney & Barnes Investment Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2023, closing a stake of 13,638 shares — an estimated $136K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in EVN in Q1 2022 and held it in 6 quarters. The position peaked at $179K in Q1 2022. 89 funds tracked by Wall St. Rank hold EVN as of Q3 2023.

Allen Mooney & Barnes Investment Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2023 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 13,638 Eaton Vance Municipal Income Trust shares in Q3 2023, an estimated $136K.
Allen Mooney & Barnes Investment Advisors first reported a position in Eaton Vance Municipal Income Trust in Q1 2022 and held it in 6 quarters.
Allen Mooney & Barnes Investment Advisors's Eaton Vance Municipal Income Trust position peaked at $179K in Q1 2022.
89 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2023.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2023, filed 21 Nov 2023.