Gradient Investments’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-80	Closed	-$786	–	1415
2023 Q4	$786	Hold	80	–	–	﹤0.01%	1496
2023 Q3	$713	Hold	80	–	–	﹤0.01%	1470
2023 Q2	$796	Hold	80	–	–	﹤0.01%	1430
2023 Q1	$810	Hold	80	–	–	﹤0.01%	1228
2022 Q4	$790	Hold	80	–	–	﹤0.01%	1237
2022 Q3	$1K	Hold	80	–	–	﹤0.01%	1227
2022 Q2	$1K	Hold	80	–	–	﹤0.01%	1123
2022 Q1	$1K	Sell	80 -40	-33%	-$503	﹤0.01%	1094
2021 Q4	$2K	Buy	120 +40	+50%	+$550	﹤0.01%	1059
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	1071
2021 Q2	$1K	Hold	80	–	–	﹤0.01%	1062
2021 Q1	$1K	Hold	80	–	–	﹤0.01%	1076
2020 Q4	$1K	Hold	80	–	–	﹤0.01%	1034
2020 Q3	$1K	Buy	80 +40	+100%	+$510	﹤0.01%	1039
2020 Q2	$0	Sell	40 -19,960	-100%	-$239K	﹤0.01%	1085
2020 Q1	$240K	Hold	20,000	–	–	0.01%	225
2019 Q4	$255K	Buy	+20,000	New	+$256K	0.01%	244

Other funds holding EVN

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Gradient Investments's EVN Position: Q1 2024 in Review

Gradient Investments sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2024, closing a stake of 80 shares — an estimated $786 sold.

Gradient Investments first reported a position in EVN in Q4 2019 and held it in 17 quarters. The position peaked at $255K in Q4 2019. 95 funds tracked by Wall St. Rank hold EVN as of Q1 2024.

Gradient Investments reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 80 Eaton Vance Municipal Income Trust shares in Q1 2024, an estimated $786.
Gradient Investments first reported a position in Eaton Vance Municipal Income Trust in Q4 2019 and held it in 17 quarters.
Gradient Investments's Eaton Vance Municipal Income Trust position peaked at $255K in Q4 2019.
95 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.