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

Eagle Bluffs 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 Q4	–	Sell	-29,437	Closed	-$262K	–	68
2023 Q3	$262K	Sell	29,437 -5,829	-17%	-$56.3K	0.2%	62
2023 Q2	$351K	Hold	35,266	–	–	0.27%	55
2023 Q1	$357K	Hold	35,266	–	–	0.29%	56
2022 Q4	$348K	Sell	35,266 -10,057	-22%	-$99K	0.37%	55
2022 Q3	$443K	Buy	45,323 +347	+0.8%	+$3.87K	0.51%	52
2022 Q2	$492K	Buy	44,976 +1,846	+4%	+$20.7K	0.53%	51
2022 Q1	$511K	Buy	+43,130	New	+$542K	0.49%	49

Other funds holding EVN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Eagle Bluffs Wealth Management's EVN Position: Q4 2023 in Review

Eagle Bluffs Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2023, closing a stake of 29,437 shares — an estimated $262K sold.

Eagle Bluffs Wealth Management first reported a position in EVN in Q1 2022 and held it in 7 quarters. The position peaked at $511K in Q1 2022. 102 funds tracked by Wall St. Rank hold EVN as of Q4 2023.

Eagle Bluffs Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
Eagle Bluffs Wealth Management sold 29,437 Eaton Vance Municipal Income Trust shares in Q4 2023, an estimated $262K.
Eagle Bluffs Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q1 2022 and held it in 7 quarters.
Eagle Bluffs Wealth Management's Eaton Vance Municipal Income Trust position peaked at $511K in Q1 2022.
102 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2023.

Based on Eagle Bluffs Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.