CT
EVN

Caldwell Trust’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Caldwell Trust’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
-2,360
Closed -$23.9K – 765
2023
Q1 		$23.9K Hold
2,360
– – ﹤0.01% 530
2022
Q4 		$23.3K Buy
+2,360
New +$23.2K ﹤0.01% 516
2020
Q3 		– Sell
-2,360
Closed -$29.5K – 740
2020
Q2 		$29.5K Hold
2,360
– – ﹤0.01% 490
2020
Q1 		$28.3K Hold
2,360
– – 0.01% 497
2019
Q4 		$30.1K Buy
+2,360
New +$30.2K ﹤0.01% 533

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 $12.6B 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 $223M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return