IWC
EVN

Integrated Wealth Concepts’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Integrated Wealth Concepts’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
2019
Q1 		– Sell
-23,377
Closed -$264K – 334
2018
Q4 		$264K Hold
23,377
– – 0.07% 210
2018
Q3 		$268K Hold
23,377
– – 0.08% 198
2018
Q2 		$278K Hold
23,377
– – 0.09% 168
2018
Q1 		$273K Hold
23,377
– – 0.11% 154
2017
Q4 		$291K Buy
+23,377
New +$293K 0.12% 139

Other funds holding EVN

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Concepts's EVN Position: Q1 2019 in Review

Integrated Wealth Concepts sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2019, closing a stake of 23,377 shares — an estimated $264K sold.

Integrated Wealth Concepts first reported a position in EVN in Q4 2017 and held it in 5 quarters. The position peaked at $291K in Q4 2017. 77 funds tracked by Wall St. Rank hold EVN as of Q1 2019.

  • Integrated Wealth Concepts reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2019 after selling out during the quarter.
  • Integrated Wealth Concepts sold 23,377 Eaton Vance Municipal Income Trust shares in Q1 2019, an estimated $264K.
  • Integrated Wealth Concepts first reported a position in Eaton Vance Municipal Income Trust in Q4 2017 and held it in 5 quarters.
  • Integrated Wealth Concepts's Eaton Vance Municipal Income Trust position peaked at $291K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2019.

Based on Integrated Wealth Concepts's 13F filing for Q1 2019, filed 15 May 2019.