BTI
EVN

Blue Trust Inc’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-557
Closed -$6K – 2109
2023
Q2 		$6K Buy
+557
New +$5.55K ﹤0.01% 1455
2023
Q1 		– Sell
-5,514
Closed -$54K – 2407
2022
Q4 		$54K Hold
5,514
– – ﹤0.01% 877
2022
Q3 		$60K Hold
5,514
– – ﹤0.01% 685
2022
Q2 		$65K Buy
+5,514
New +$61.8K ﹤0.01% 620

Other funds holding EVN

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
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
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Trust Inc's EVN Position: Q3 2023 in Review

Blue Trust Inc sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2023, closing a stake of 557 shares — an estimated $6K sold.

Blue Trust Inc first reported a position in EVN in Q2 2022 and held it in 4 quarters. The position peaked at $65K in Q2 2022. 89 funds tracked by Wall St. Rank hold EVN as of Q3 2023.

  • Blue Trust Inc reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 557 Eaton Vance Municipal Income Trust shares in Q3 2023, an estimated $6K.
  • Blue Trust Inc first reported a position in Eaton Vance Municipal Income Trust in Q2 2022 and held it in 4 quarters.
  • Blue Trust Inc's Eaton Vance Municipal Income Trust position peaked at $65K in Q2 2022.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.