Creative Planning’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Creative 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
2020 Q1	–	Sell	-12,121	Closed	-$155K	–	1937
2019 Q4	$155K	Sell	12,121 -3,609	-23%	-$46.2K	﹤0.01%	1691
2019 Q3	$203K	Buy	+15,730	New	+$200K	﹤0.01%	1598
2018 Q2	–	Sell	-12,700	Closed	-$149K	–	2095
2018 Q1	$149K	Buy	+12,700	New	+$150K	﹤0.01%	1678
2017 Q3	–	Sell	-2,280	Closed	-$30K	–	2445
2017 Q2	$30K	Buy	+2,280	New	+$29.5K	﹤0.01%	2881
2016 Q1	–	Sell	-650	Closed	-$9K	–	4377
2015 Q4	$9K	Buy	650 +300	+86%	+$3.93K	﹤0.01%	3349
2015 Q3	$5K	Buy	+350	New	+$4.47K	﹤0.01%	3598
2015 Q2	–	Sell	-3,750	Closed	-$52K	–	1682
2015 Q1	$52K	Buy	3,750 +3,400	+971%	+$46.4K	﹤0.01%	2007
2014 Q4	$5K	Sell	350 -1,700	-83%	-$22.4K	﹤0.01%	3482
2014 Q3	$26K	Hold	2,050	–	–	﹤0.01%	2357
2014 Q2	$26K	Buy	2,050 +350	+21%	+$4.35K	﹤0.01%	2327
2014 Q1	$20K	Buy	+1,700	New	+$19.4K	﹤0.01%	2365
2013 Q4	–	Sell	-70,365	Closed	-$778K	–	3355
2013 Q3	$778K	Buy	70,365 +11	+0%	+$121	0.02%	323
2013 Q2	$865K	Buy	+70,354	New	+$943K	0.02%	265

Other funds holding EVN

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Planning's EVN Position: Q1 2020 in Review

Creative Planning sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2020, closing a stake of 12,121 shares — an estimated $155K sold.

Creative Planning first reported a position in EVN in Q2 2013 and held it in 13 quarters. The position peaked at $865K in Q2 2013. 87 funds tracked by Wall St. Rank hold EVN as of Q1 2020.

Creative Planning reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 12,121 Eaton Vance Municipal Income Trust shares in Q1 2020, an estimated $155K.
Creative Planning first reported a position in Eaton Vance Municipal Income Trust in Q2 2013 and held it in 13 quarters.
Creative Planning's Eaton Vance Municipal Income Trust position peaked at $865K in Q2 2013.
87 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.