CWM
EVN

Collaborative Wealth Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Collaborative Wealth Management’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
-10,226
Closed -$101K – 166
2022
Q4 		$101K Sell
10,226
-1,000
-9% -$9.84K 0.07% 173
2022
Q3 		$110K Hold
11,226
– – 0.08% 169
2022
Q2 		$123K Buy
+11,226
New +$126K 0.08% 183
2021
Q4 		$155K Buy
+11,226
New +$154K 0.08% 196
2021
Q1 		$133K Buy
+11,226
New +$152K 0.08% 189

Other funds holding EVN

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

Collaborative Wealth Management's EVN Position: Q1 2023 in Review

Collaborative Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2023, closing a stake of 10,226 shares — an estimated $101K sold.

Collaborative Wealth Management first reported a position in EVN in Q1 2021 and held it in 5 quarters. The position peaked at $155K in Q4 2021. 96 funds tracked by Wall St. Rank hold EVN as of Q1 2023.

  • Collaborative Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • Collaborative Wealth Management sold 10,226 Eaton Vance Municipal Income Trust shares in Q1 2023, an estimated $101K.
  • Collaborative Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q1 2021 and held it in 5 quarters.
  • Collaborative Wealth Management's Eaton Vance Municipal Income Trust position peaked at $155K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2023.

Based on Collaborative Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.