Calton & Associates’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Calton & Associates’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 Q1	–	Sell	-14,186	Closed	-$196K	–	369
2021 Q4	$196K	Buy	14,186 +12	+0.1%	+$165	0.05%	352
2021 Q3	$196K	Buy	14,174 +3,402	+32%	+$48.3K	0.04%	380
2021 Q2	$152K	Sell	10,772 -4,776	-31%	-$66.6K	0.03%	392
2021 Q1	$214K	Buy	15,548 +313	+2%	+$4.23K	0.04%	362
2020 Q4	$204K	Buy	15,235 +669	+5%	+$8.71K	0.04%	364
2020 Q3	$187K	Buy	14,566 +4,254	+41%	+$54.3K	0.04%	323
2020 Q2	$129K	Buy	+10,312	New	+$124K	0.03%	315

Other funds holding EVN

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

HWAM

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

1CP

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Calton & Associates's EVN Position: Q1 2022 in Review

Calton & Associates sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2022, closing a stake of 14,186 shares — an estimated $196K sold.

Calton & Associates first reported a position in EVN in Q2 2020 and held it in 7 quarters. The position peaked at $214K in Q1 2021. 96 funds tracked by Wall St. Rank hold EVN as of Q1 2022.

Calton & Associates reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2022 after selling out during the quarter.
Calton & Associates sold 14,186 Eaton Vance Municipal Income Trust shares in Q1 2022, an estimated $196K.
Calton & Associates first reported a position in Eaton Vance Municipal Income Trust in Q2 2020 and held it in 7 quarters.
Calton & Associates's Eaton Vance Municipal Income Trust position peaked at $214K in Q1 2021.
96 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2022.

Based on Calton & Associates's 13F filing for Q1 2022, filed 12 Apr 2022.