AF
EVN

Allworth Financial’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Allworth Financial’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
Q2 		– Sell
-6,250
Closed -$63.3K – 3295
2023
Q1 		$63.3K Hold
6,250
– – ﹤0.01% 996
2022
Q4 		$61.7K Hold
6,250
– – ﹤0.01% 941
2022
Q3 		$61K Hold
6,250
– – ﹤0.01% 894
2022
Q2 		$68K Hold
6,250
– – ﹤0.01% 808
2022
Q1 		$74K Hold
6,250
– – ﹤0.01% 794
2021
Q4 		$86K Hold
6,250
– – ﹤0.01% 708
2021
Q3 		$86K Hold
6,250
– – ﹤0.01% 648
2021
Q2 		$88K Hold
6,250
– – ﹤0.01% 495
2021
Q1 		$86K Buy
+6,250
New +$84.4K ﹤0.01% 472

Other funds holding EVN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Allworth Financial's EVN Position: Q2 2023 in Review

Allworth Financial sold out of Eaton Vance Municipal Income Trust (EVN) in Q2 2023, closing a stake of 6,250 shares — an estimated $63.3K sold.

Allworth Financial first reported a position in EVN in Q1 2021 and held it in 9 quarters. The position peaked at $88K in Q2 2021. 91 funds tracked by Wall St. Rank hold EVN as of Q2 2023.

  • Allworth Financial reported no remaining Eaton Vance Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
  • Allworth Financial sold 6,250 Eaton Vance Municipal Income Trust shares in Q2 2023, an estimated $63.3K.
  • Allworth Financial first reported a position in Eaton Vance Municipal Income Trust in Q1 2021 and held it in 9 quarters.
  • Allworth Financial's Eaton Vance Municipal Income Trust position peaked at $88K in Q2 2021.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2023.

Based on Allworth Financial's 13F filing for Q2 2023, filed 18 Jul 2023.