CFA
EVN

Capstone Financial Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Capstone Financial Advisors’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
2021
Q4 		– Sell
-22,108
Closed -$306K – 144
2021
Q3 		$306K Hold
22,108
– – 0.02% 93
2021
Q2 		$310K Hold
22,108
– – 0.02% 97
2021
Q1 		$304K Buy
22,108
+5,000
+29% +$67.5K 0.03% 85
2020
Q4 		$229K Buy
+17,108
New +$223K 0.02% 96

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Capstone Financial Advisors's EVN Position: Q4 2021 in Review

Capstone Financial Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2021, closing a stake of 22,108 shares — an estimated $306K sold.

Capstone Financial Advisors first reported a position in EVN in Q4 2020 and held it in 4 quarters. The position peaked at $310K in Q2 2021. 100 funds tracked by Wall St. Rank hold EVN as of Q4 2021.

  • Capstone Financial Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 22,108 Eaton Vance Municipal Income Trust shares in Q4 2021, an estimated $306K.
  • Capstone Financial Advisors first reported a position in Eaton Vance Municipal Income Trust in Q4 2020 and held it in 4 quarters.
  • Capstone Financial Advisors's Eaton Vance Municipal Income Trust position peaked at $310K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2021.

Based on Capstone Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.