CIBC Private Wealth Group
EVN

CIBC Private Wealth Group’s Eaton Vance Municipal Income Trust EVN Stock Holding History

CIBC Private Wealth Group’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
2024
Q4 		– Sell
-7,560
Closed -$82.9K – 3051
2024
Q3 		$82.9K Sell
7,560
-1,090
-13% -$11.7K ﹤0.01% 1572
2024
Q2 		$89.3K Buy
+8,650
New +$87.1K ﹤0.01% 1445

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Private Wealth Group's EVN Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2024, closing a stake of 7,560 shares — an estimated $82.9K sold.

CIBC Private Wealth Group first reported a position in EVN in Q2 2024 and held it in 2 quarters. The position peaked at $89.3K in Q2 2024. 89 funds tracked by Wall St. Rank hold EVN as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 7,560 Eaton Vance Municipal Income Trust shares in Q4 2024, an estimated $82.9K.
  • CIBC Private Wealth Group first reported a position in Eaton Vance Municipal Income Trust in Q2 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Eaton Vance Municipal Income Trust position peaked at $89.3K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.