IA
EVN

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

IFP 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
2023
Q1 		– Sell
-20,000
Closed -$237K – 3718
2022
Q4 		$237K Sell
20,000
-7,188
-26% -$70.7K 0.01% 1271
2022
Q3 		$323K Buy
27,188
+20,000
+278% +$223K 0.01% 1154
2022
Q2 		$86K Hold
7,188
– – ﹤0.01% 1790
2022
Q1 		$86K Buy
+7,188
New +$90.3K ﹤0.01% 1790
2017
Q4 		– Sell
-14,413
Closed -$187K – 3890
2017
Q3 		$187K Buy
14,413
+102
+0.7% +$1.32K 0.01% 1184
2017
Q2 		$186K Sell
14,311
-196
-1% -$2.54K 0.01% 1163
2017
Q1 		$186K Buy
14,507
+110
+0.8% +$1.39K 0.01% 1153
2016
Q4 		$181K Sell
14,397
-2,947
-17% -$38K 0.01% 1107
2016
Q3 		$247K Buy
17,344
+98
+0.6% +$1.42K 0.01% 898
2016
Q2 		$254K Buy
+17,246
New +$247K 0.01% 856
2016
Q1 		– Sell
-16,732
Closed -$230K – 2687
2015
Q4 		$230K Buy
+16,732
New +$219K 0.02% 776

Other funds holding EVN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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 $174M AUM 13.95% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

IFP Advisors's EVN Position: Q1 2023 in Review

IFP Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2023, closing a stake of 20,000 shares — an estimated $237K sold.

IFP Advisors first reported a position in EVN in Q4 2015 and held it in 11 quarters. The position peaked at $323K in Q3 2022. 96 funds tracked by Wall St. Rank hold EVN as of Q1 2023.

  • IFP Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 20,000 Eaton Vance Municipal Income Trust shares in Q1 2023, an estimated $237K.
  • IFP Advisors first reported a position in Eaton Vance Municipal Income Trust in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's Eaton Vance Municipal Income Trust position peaked at $323K in Q3 2022.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.