FAIM
EVN

Financial Advocates Investment Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-12,034
Closed -$122K – 714
2023
Q1 		$122K Buy
+12,034
New +$124K 0.01% 706

Other funds holding EVN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Financial Advocates Investment Management's EVN Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q2 2023, closing a stake of 12,034 shares — an estimated $122K sold.

Financial Advocates Investment Management first reported a position in EVN in Q1 2023 and held it in 1 quarter. The position peaked at $122K in Q1 2023. 91 funds tracked by Wall St. Rank hold EVN as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Eaton Vance Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,034 Eaton Vance Municipal Income Trust shares in Q2 2023, an estimated $122K.
  • Financial Advocates Investment Management first reported a position in Eaton Vance Municipal Income Trust in Q1 2023 and held it in 1 quarter.
  • Financial Advocates Investment Management's Eaton Vance Municipal Income Trust position peaked at $122K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.