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 $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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.