CFGS
EVN

Concourse Financial Group Securities’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-8,950
Closed -$93K – 647
2024
Q4 		$93K Hold
8,950
– – 0.01% 971
2024
Q3 		$98.2K Hold
8,950
– – 0.01% 946
2024
Q2 		$92.6K Hold
8,950
– – 0.01% 952
2024
Q1 		$91.7K Hold
8,950
– – 0.01% 953
2023
Q4 		$87.9K Hold
8,950
– – 0.01% 938
2023
Q3 		$79.7K Hold
8,950
– – 0.01% 921
2023
Q2 		$89.1K Hold
8,950
– – 0.01% 896
2023
Q1 		$90.7K Hold
8,950
– – 0.01% 896
2022
Q4 		$88.3K Hold
8,950
– – 0.01% 871
2022
Q3 		$87K Buy
8,950
+22
+0.2% +$245 0.01% 769
2022
Q2 		$98K Buy
8,928
+34
+0.4% +$381 0.01% 819
2022
Q1 		$105K Sell
8,894
-1,302
-13% -$16.4K 0.01% 842
2021
Q4 		$141K Sell
10,196
-1,222
-11% -$16.8K 0.01% 855
2021
Q3 		$158K Sell
11,418
-987
-8% -$14K 0.01% 801
2021
Q2 		$174K Buy
12,405
+6,250
+102% +$87.1K 0.01% 761
2021
Q1 		$85K Buy
6,155
+1,784
+41% +$24.1K 0.01% 1008
2020
Q4 		$58K Sell
4,371
-459
-10% -$5.98K ﹤0.01% 1104
2020
Q3 		$62K Hold
4,830
– – 0.01% 973
2020
Q2 		$60K Buy
4,830
+688
+17% +$8.25K 0.01% 917
2020
Q1 		$50K Sell
4,142
-21
-0.5% -$268 0.01% 904
2019
Q4 		$53K Buy
4,163
+338
+9% +$4.32K 0.01% 922
2019
Q3 		$49K Sell
3,825
-195
-5% -$2.48K 0.01% 624
2019
Q2 		$50K Sell
4,020
-2,221
-36% -$27.1K 0.01% 860
2019
Q1 		$76K Sell
6,241
-8,817
-59% -$103K 0.01% 748
2018
Q4 		$170K Buy
+15,058
New +$167K 0.02% 475

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 $185M AUM 17.73% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Concourse Financial Group Securities's EVN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2025, closing a stake of 8,950 shares — an estimated $93K sold.

Concourse Financial Group Securities first reported a position in EVN in Q4 2018 and held it in 25 quarters. The position peaked at $174K in Q2 2021. 82 funds tracked by Wall St. Rank hold EVN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 8,950 Eaton Vance Municipal Income Trust shares in Q1 2025, an estimated $93K.
  • Concourse Financial Group Securities first reported a position in Eaton Vance Municipal Income Trust in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Eaton Vance Municipal Income Trust position peaked at $174K in Q2 2021.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.