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

HFG 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
2024
Q3 		– Sell
-10,378
Closed -$107K – 98
2024
Q2 		$107K Hold
10,378
– – 0.1% 93
2024
Q1 		$106K Hold
10,378
– – 0.09% 107
2023
Q4 		$102K Hold
10,378
– – 0.1% 102
2023
Q3 		$92.5K Hold
10,378
– – 0.1% 93
2023
Q2 		$103K Hold
10,378
– – 0.11% 92
2023
Q1 		$105K Hold
10,378
– – 0.12% 87
2022
Q4 		$102K Hold
10,378
– – 0.12% 92
2022
Q3 		$101K Hold
10,378
– – 0.14% 80
2022
Q2 		$114K Hold
10,378
– – 0.15% 81
2022
Q1 		$123K Hold
10,378
– – 0.14% 86
2021
Q4 		$143K Buy
+10,378
New +$143K 0.16% 83

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFG Advisors's EVN Position: Q3 2024 in Review

HFG Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2024, closing a stake of 10,378 shares — an estimated $107K sold.

HFG Advisors first reported a position in EVN in Q4 2021 and held it in 11 quarters. The position peaked at $143K in Q4 2021. 84 funds tracked by Wall St. Rank hold EVN as of Q3 2024.

  • HFG Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • HFG Advisors sold 10,378 Eaton Vance Municipal Income Trust shares in Q3 2024, an estimated $107K.
  • HFG Advisors first reported a position in Eaton Vance Municipal Income Trust in Q4 2021 and held it in 11 quarters.
  • HFG Advisors's Eaton Vance Municipal Income Trust position peaked at $143K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2024.

Based on HFG Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.