BWM
EVN

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

BerganKDV 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
2022
Q4 		– Sell
-666
Closed -$7K – 1065
2022
Q3 		$7K Buy
+666
New +$7.42K ﹤0.01% 621

Other funds holding EVN

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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

BerganKDV Wealth Management's EVN Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2022, closing a stake of 666 shares — an estimated $7K sold.

BerganKDV Wealth Management first reported a position in EVN in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 101 funds tracked by Wall St. Rank hold EVN as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 666 Eaton Vance Municipal Income Trust shares in Q4 2022, an estimated $7K.
  • BerganKDV Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Eaton Vance Municipal Income Trust position peaked at $7K in Q3 2022.
  • 101 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.