Center for Financial Planning’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Center for Financial Planning’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 Q1	–	Sell	-315	Closed	-$3.11K	–	545
2022 Q4	$3.11K	Hold	315	–	–	﹤0.01%	437
2022 Q3	$3K	Hold	315	–	–	﹤0.01%	471
2022 Q2	$3K	Hold	315	–	–	﹤0.01%	449
2022 Q1	$4K	Hold	315	–	–	﹤0.01%	438
2021 Q4	$4K	Hold	315	–	–	﹤0.01%	442
2021 Q3	$4K	Hold	315	–	–	﹤0.01%	417
2021 Q2	$4K	Hold	315	–	–	﹤0.01%	425
2021 Q1	$4K	Hold	315	–	–	﹤0.01%	458
2020 Q4	$4K	Hold	315	–	–	﹤0.01%	405
2020 Q3	$4K	Hold	315	–	–	﹤0.01%	370
2020 Q2	$4K	Buy	+315	New	+$3.78K	﹤0.01%	378

Other funds holding EVN

HWAM

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

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

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

AAM

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

MWM

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Center for Financial Planning's EVN Position: Q1 2023 in Review

Center for Financial Planning sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2023, closing a stake of 315 shares — an estimated $3.11K sold.

Center for Financial Planning first reported a position in EVN in Q2 2020 and held it in 11 quarters. The position peaked at $4K in Q1 2022. 96 funds tracked by Wall St. Rank hold EVN as of Q1 2023.

Center for Financial Planning reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
Center for Financial Planning sold 315 Eaton Vance Municipal Income Trust shares in Q1 2023, an estimated $3.11K.
Center for Financial Planning first reported a position in Eaton Vance Municipal Income Trust in Q2 2020 and held it in 11 quarters.
Center for Financial Planning's Eaton Vance Municipal Income Trust position peaked at $4K in Q1 2022.
96 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2023.

Based on Center for Financial Planning's 13F filing for Q1 2023, filed 2 May 2023.