DAS
EVN

Dynamic Advisor Solutions’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-11,438
Closed -$125K – 705
2022
Q2 		$125K Sell
11,438
-947
-8% -$10.6K 0.01% 674
2022
Q1 		$147K Buy
12,385
+2,036
+20% +$25.6K 0.01% 693
2021
Q4 		$143K Buy
+10,349
New +$142K 0.01% 698

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dynamic Advisor Solutions's EVN Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2022, closing a stake of 11,438 shares — an estimated $125K sold.

Dynamic Advisor Solutions first reported a position in EVN in Q4 2021 and held it in 3 quarters. The position peaked at $147K in Q1 2022. 90 funds tracked by Wall St. Rank hold EVN as of Q3 2022.

  • Dynamic Advisor Solutions reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,438 Eaton Vance Municipal Income Trust shares in Q3 2022, an estimated $125K.
  • Dynamic Advisor Solutions first reported a position in Eaton Vance Municipal Income Trust in Q4 2021 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Eaton Vance Municipal Income Trust position peaked at $147K in Q1 2022.
  • 90 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.