FM
EVN

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

Family 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
2021
Q1 		– Sell
-16,782
Closed -$225K – 169
2020
Q4 		$225K Hold
16,782
– – 0.08% 142
2020
Q3 		$215K Hold
16,782
– – 0.09% 108
2020
Q2 		$210K Sell
16,782
-8,000
-32% -$96K 0.09% 129
2020
Q1 		$297K Hold
24,782
– – 0.15% 95
2019
Q4 		$316K Sell
24,782
-3,000
-11% -$38.4K 0.11% 114
2019
Q3 		$358K Hold
27,782
– – 0.13% 99
2019
Q2 		$346K Hold
27,782
– – 0.14% 97
2019
Q1 		$339K Buy
+27,782
New +$326K 0.15% 101

Other funds holding EVN

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Family Management's EVN Position: Q1 2021 in Review

Family Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2021, closing a stake of 16,782 shares — an estimated $225K sold.

Family Management first reported a position in EVN in Q1 2019 and held it in 8 quarters. The position peaked at $358K in Q3 2019. 91 funds tracked by Wall St. Rank hold EVN as of Q1 2021.

  • Family Management reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Family Management sold 16,782 Eaton Vance Municipal Income Trust shares in Q1 2021, an estimated $225K.
  • Family Management first reported a position in Eaton Vance Municipal Income Trust in Q1 2019 and held it in 8 quarters.
  • Family Management's Eaton Vance Municipal Income Trust position peaked at $358K in Q3 2019.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2021.

Based on Family Management's 13F filing for Q1 2021, filed 14 May 2021.