IWM
EVN

IHT Wealth Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-11,230
Closed -$131K – 711
2018
Q1 		$131K Sell
11,230
-630
-5% -$7.45K 0.04% 422
2017
Q4 		$148K Sell
11,860
-4,000
-25% -$50.2K 0.04% 406
2017
Q3 		$205K Buy
15,860
+10,750
+210% +$140K 0.09% 241
2017
Q2 		$72 Buy
+5,110
New +$66.2K 0.03% 416

Other funds holding EVN

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IHT Wealth Management's EVN Position: Q2 2018 in Review

IHT Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q2 2018, closing a stake of 11,230 shares — an estimated $131K sold.

IHT Wealth Management first reported a position in EVN in Q2 2017 and held it in 4 quarters. The position peaked at $205K in Q3 2017. 54 funds tracked by Wall St. Rank hold EVN as of Q2 2018.

  • IHT Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 11,230 Eaton Vance Municipal Income Trust shares in Q2 2018, an estimated $131K.
  • IHT Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's Eaton Vance Municipal Income Trust position peaked at $205K in Q3 2017.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.