DWM
EVN

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

Drive 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
Q2 		– Sell
-14,147
Closed -$143K – 294
2023
Q1 		$143K Sell
14,147
-2,442
-15% -$25.1K 0.06% 267
2022
Q4 		$164K Buy
16,589
+162
+1% +$1.59K 0.08% 228
2022
Q3 		$160K Sell
16,427
-8,025
-33% -$89.5K 0.15% 143
2022
Q2 		$268K Buy
24,452
+167
+0.7% +$1.87K 0.24% 121
2022
Q1 		$288K Buy
24,285
+144
+0.6% +$1.81K 0.24% 108
2021
Q4 		$334K Buy
+24,141
New +$332K 0.29% 89

Other funds holding EVN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Drive Wealth Management's EVN Position: Q2 2023 in Review

Drive Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q2 2023, closing a stake of 14,147 shares — an estimated $143K sold.

Drive Wealth Management first reported a position in EVN in Q4 2021 and held it in 6 quarters. The position peaked at $334K in Q4 2021. 91 funds tracked by Wall St. Rank hold EVN as of Q2 2023.

  • Drive Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
  • Drive Wealth Management sold 14,147 Eaton Vance Municipal Income Trust shares in Q2 2023, an estimated $143K.
  • Drive Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q4 2021 and held it in 6 quarters.
  • Drive Wealth Management's Eaton Vance Municipal Income Trust position peaked at $334K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2023.

Based on Drive Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.