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 $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Caldwell Trust's EVN Position: Q2 2023 in Review

Caldwell Trust sold out of Eaton Vance Municipal Income Trust (EVN) in Q2 2023, closing a stake of 2,360 shares — an estimated $23.9K sold.

Caldwell Trust first reported a position in EVN in Q4 2019 and held it in 5 quarters. The position peaked at $30.1K in Q4 2019. 91 funds tracked by Wall St. Rank hold EVN as of Q2 2023.

  • Caldwell Trust reported no remaining Eaton Vance Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
  • Caldwell Trust sold 2,360 Eaton Vance Municipal Income Trust shares in Q2 2023, an estimated $23.9K.
  • Caldwell Trust first reported a position in Eaton Vance Municipal Income Trust in Q4 2019 and held it in 5 quarters.
  • Caldwell Trust's Eaton Vance Municipal Income Trust position peaked at $30.1K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2023.

Based on Caldwell Trust's 13F filing for Q2 2023, filed 1 Oct 2025.