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

Endurance 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
2020 Q4	–	Sell	-767	Closed	-$10K	–	625
2020 Q3	$10K	Hold	767	–	–	﹤0.01%	469
2020 Q2	$10K	Hold	767	–	–	﹤0.01%	461
2020 Q1	$9K	Hold	767	–	–	﹤0.01%	431
2019 Q4	$10K	Hold	767	–	–	﹤0.01%	420
2019 Q3	$10K	Hold	767	–	–	﹤0.01%	422
2019 Q2	$10K	Hold	767	–	–	﹤0.01%	383
2019 Q1	$9K	Hold	767	–	–	﹤0.01%	385
2018 Q4	$9K	Hold	767	–	–	﹤0.01%	374
2018 Q3	$9K	Hold	767	–	–	﹤0.01%	403
2018 Q2	$9K	Hold	767	–	–	﹤0.01%	408
2018 Q1	$9K	Hold	767	–	–	﹤0.01%	434
2017 Q4	$10K	Hold	767	–	–	﹤0.01%	414
2017 Q3	$10K	Hold	767	–	–	﹤0.01%	402
2017 Q2	$10K	Hold	767	–	–	﹤0.01%	408
2017 Q1	$10K	Hold	767	–	–	﹤0.01%	410
2016 Q4	$10K	Hold	767	–	–	﹤0.01%	387
2016 Q3	$11K	Hold	767	–	–	﹤0.01%	385
2016 Q2	$11K	Hold	767	–	–	﹤0.01%	373
2016 Q1	$11	Hold	767	–	–	﹤0.01%	379
2015 Q4	$11K	Hold	767	–	–	﹤0.01%	387
2015 Q3	$10K	Hold	767	–	–	﹤0.01%	398
2015 Q2	$10K	Buy	+767	New	+$10.1K	﹤0.01%	408

Other funds holding EVN

1CP

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

AAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Endurance Wealth Management's EVN Position: Q4 2020 in Review

Endurance Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2020, closing a stake of 767 shares — an estimated $10K sold.

Endurance Wealth Management first reported a position in EVN in Q2 2015 and held it in 22 quarters. The position peaked at $11K in Q3 2016. 86 funds tracked by Wall St. Rank hold EVN as of Q4 2020.

Endurance Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2020 after selling out during the quarter.
Endurance Wealth Management sold 767 Eaton Vance Municipal Income Trust shares in Q4 2020, an estimated $10K.
Endurance Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q2 2015 and held it in 22 quarters.
Endurance Wealth Management's Eaton Vance Municipal Income Trust position peaked at $11K in Q3 2016.
86 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2020.

Based on Endurance Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.