AIP
EVN

Almanack Investment Partners’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-16,693
Closed -$149K – 168
2023
Q3 		$149K Hold
16,693
– – 0.03% 154
2023
Q2 		$166K Hold
16,693
– – 0.03% 163
2023
Q1 		$169K Hold
16,693
– – 0.03% 161
2022
Q4 		$165K Buy
+16,693
New +$164K 0.04% 164
2022
Q3 		– Sell
-19,237
Closed -$210K – 840
2022
Q2 		$210K Hold
19,237
– – 0.02% 397
2022
Q1 		$228K Hold
19,237
– – 0.02% 422
2021
Q4 		$266K Hold
19,237
– – 0.02% 404
2021
Q3 		$266K Hold
19,237
– – 0.02% 402
2021
Q2 		$270K Hold
19,237
– – 0.03% 348
2021
Q1 		$265K Hold
19,237
– – 0.03% 339
2020
Q4 		$257K Buy
+19,237
New +$251K 0.03% 307

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Almanack Investment Partners's EVN Position: Q4 2023 in Review

Almanack Investment Partners sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2023, closing a stake of 16,693 shares — an estimated $149K sold.

Almanack Investment Partners first reported a position in EVN in Q4 2020 and held it in 11 quarters. The position peaked at $270K in Q2 2021. 102 funds tracked by Wall St. Rank hold EVN as of Q4 2023.

  • Almanack Investment Partners reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • Almanack Investment Partners sold 16,693 Eaton Vance Municipal Income Trust shares in Q4 2023, an estimated $149K.
  • Almanack Investment Partners first reported a position in Eaton Vance Municipal Income Trust in Q4 2020 and held it in 11 quarters.
  • Almanack Investment Partners's Eaton Vance Municipal Income Trust position peaked at $270K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2023.

Based on Almanack Investment Partners's 13F filing for Q4 2023, filed 7 Feb 2024.