CWS
EVN

Confluence Wealth Services’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-1,128
Closed -$15K – 514
2021
Q4 		$15K Buy
+1,128
New +$15.5K ﹤0.01% 805

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Confluence Wealth Services's EVN Position: Q1 2022 in Review

Confluence Wealth Services sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2022, closing a stake of 1,128 shares — an estimated $15K sold.

Confluence Wealth Services first reported a position in EVN in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 96 funds tracked by Wall St. Rank hold EVN as of Q1 2022.

  • Confluence Wealth Services reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,128 Eaton Vance Municipal Income Trust shares in Q1 2022, an estimated $15K.
  • Confluence Wealth Services first reported a position in Eaton Vance Municipal Income Trust in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Eaton Vance Municipal Income Trust position peaked at $15K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.