GIA
EVN

GHP Investment Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

GHP Investment Advisors’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
2017
Q3 		– Sell
-11,880
Closed -$154K – 303
2017
Q2 		$154K Sell
11,880
-1,400
-11% -$18.1K 0.02% 295
2017
Q1 		$171K Sell
13,280
-2,990
-18% -$37.9K 0.03% 293
2016
Q4 		$204K Sell
16,270
-2,080
-11% -$26.8K 0.04% 278
2016
Q3 		$261K Sell
18,350
-1,885
-9% -$27.4K 0.05% 251
2016
Q2 		$297K Sell
20,235
-1,265
-6% -$18.1K 0.06% 247
2016
Q1 		$312K Hold
21,500
– – 0.07% 241
2015
Q4 		$295K Hold
21,500
– – 0.07% 242
2015
Q3 		$279K Hold
21,500
– – 0.07% 233
2015
Q2 		$279K Hold
21,500
– – 0.07% 236
2015
Q1 		$298K Hold
21,500
– – 0.08% 222
2014
Q4 		$289K Buy
+21,500
New +$284K 0.08% 217

Other funds holding EVN

GC
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GHP Investment Advisors's EVN Position: Q3 2017 in Review

GHP Investment Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2017, closing a stake of 11,880 shares — an estimated $154K sold.

GHP Investment Advisors first reported a position in EVN in Q4 2014 and held it in 11 quarters. The position peaked at $312K in Q1 2016. 39 funds tracked by Wall St. Rank hold EVN as of Q3 2017.

  • GHP Investment Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
  • GHP Investment Advisors sold 11,880 Eaton Vance Municipal Income Trust shares in Q3 2017, an estimated $154K.
  • GHP Investment Advisors first reported a position in Eaton Vance Municipal Income Trust in Q4 2014 and held it in 11 quarters.
  • GHP Investment Advisors's Eaton Vance Municipal Income Trust position peaked at $312K in Q1 2016.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2017.

Based on GHP Investment Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.