CAPTRUST Financial Advisors
EVN

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

CAPTRUST 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
2015
Q4 		– Sell
-2,033
Closed -$26K – 213
2015
Q3 		$26K Buy
+2,033
New +$26K ﹤0.01% 125
2014
Q2 		– Sell
-892
Closed -$11K – 166
2014
Q1 		$11K Hold
892
– – ﹤0.01% 141
2013
Q4 		$9K Buy
+892
New +$9.62K ﹤0.01% 148
2013
Q3 		– Sell
-2,000
Closed -$25K – 177
2013
Q2 		$25K Buy
+2,000
New +$26.8K 0.01% 116

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $265M AUM 16.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors's EVN Position: Q4 2015 in Review

CAPTRUST Financial Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2015, closing a stake of 2,033 shares — an estimated $26K sold.

CAPTRUST Financial Advisors first reported a position in EVN in Q2 2013 and held it in 4 quarters. The position peaked at $26K in Q3 2015. 33 funds tracked by Wall St. Rank hold EVN as of Q4 2015.

  • CAPTRUST Financial Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2015 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,033 Eaton Vance Municipal Income Trust shares in Q4 2015, an estimated $26K.
  • CAPTRUST Financial Advisors first reported a position in Eaton Vance Municipal Income Trust in Q2 2013 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Eaton Vance Municipal Income Trust position peaked at $26K in Q3 2015.
  • 33 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2015.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.