Carson Wealth (CWM LLC)’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Carson Wealth (CWM LLC)’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 Q4	–	Sell	-315	Closed	-$3K	–	4234
2023 Q3	$3K	Hold	315	–	–	﹤0.01%	3658
2023 Q2	$3K	Hold	315	–	–	﹤0.01%	3630
2023 Q1	$3K	Hold	315	–	–	﹤0.01%	3490
2022 Q4	$3K	Sell	315 -12	-4%	-$118	﹤0.01%	3402
2022 Q3	$3K	Sell	327 -5,093	-94%	-$56.8K	﹤0.01%	3291
2022 Q2	$59K	Buy	+5,420	New	+$60.8K	﹤0.01%	1550
2019 Q1	–	Sell	-3,150	Closed	-$36K	–	3025
2018 Q4	$36K	Buy	+3,150	New	+$34.9K	﹤0.01%	963

Other funds holding EVN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

AAM

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

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

HWAM

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

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

1CP

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

Carson Wealth (CWM LLC)'s EVN Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2023, closing a stake of 315 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in EVN in Q4 2018 and held it in 7 quarters. The position peaked at $59K in Q2 2022. 102 funds tracked by Wall St. Rank hold EVN as of Q4 2023.

Carson Wealth (CWM LLC) reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 315 Eaton Vance Municipal Income Trust shares in Q4 2023, an estimated $3K.
Carson Wealth (CWM LLC) first reported a position in Eaton Vance Municipal Income Trust in Q4 2018 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Eaton Vance Municipal Income Trust position peaked at $59K in Q2 2022.
102 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.