Creative Planning
EVN

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

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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.