AWM
EVN

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

Avaii 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
2023
Q2 		– Sell
-10,109
Closed -$102K – 142
2023
Q1 		$102K Sell
10,109
-1,815
-15% -$18.6K 0.09% 125
2022
Q4 		$118K Buy
+11,924
New +$117K 0.11% 122

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

Avaii Wealth Management's EVN Position: Q2 2023 in Review

Avaii Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q2 2023, closing a stake of 10,109 shares — an estimated $102K sold.

Avaii Wealth Management first reported a position in EVN in Q4 2022 and held it in 2 quarters. The position peaked at $118K in Q4 2022. 91 funds tracked by Wall St. Rank hold EVN as of Q2 2023.

  • Avaii Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
  • Avaii Wealth Management sold 10,109 Eaton Vance Municipal Income Trust shares in Q2 2023, an estimated $102K.
  • Avaii Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q4 2022 and held it in 2 quarters.
  • Avaii Wealth Management's Eaton Vance Municipal Income Trust position peaked at $118K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2023.

Based on Avaii Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.