Bartlett & Co Wealth Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Bartlett & Co 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
2021 Q3	–	Sell	-557	Closed	-$7.82K	–	982
2021 Q2	$7.82K	Hold	557	–	–	﹤0.01%	714
2021 Q1	$7.67K	Hold	557	–	–	﹤0.01%	757
2020 Q4	$7.45K	Hold	557	–	–	﹤0.01%	759
2020 Q3	$7.13K	Hold	557	–	–	﹤0.01%	708
2020 Q2	$6.96K	Sell	557 -557	-50%	-$6.68K	﹤0.01%	705
2020 Q1	$13.3K	Buy	+1,114	New	+$14.2K	﹤0.01%	623

Other funds holding EVN

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

1CP

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

HWAM

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bartlett & Co Wealth Management's EVN Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2021, closing a stake of 557 shares — an estimated $7.82K sold.

Bartlett & Co Wealth Management first reported a position in EVN in Q1 2020 and held it in 6 quarters. The position peaked at $13.3K in Q1 2020. 84 funds tracked by Wall St. Rank hold EVN as of Q3 2021.

Bartlett & Co Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 557 Eaton Vance Municipal Income Trust shares in Q3 2021, an estimated $7.82K.
Bartlett & Co Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q1 2020 and held it in 6 quarters.
Bartlett & Co Wealth Management's Eaton Vance Municipal Income Trust position peaked at $13.3K in Q1 2020.
84 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.