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

Kiley Juergens 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 Q4	–	Sell	-1,500	Closed	-$17K	–	228
2018 Q3	$17K	Hold	1,500	–	–	0.01%	386
2018 Q2	$17K	Buy	+1,500	New	+$17.6K	0.02%	353
2018 Q1	–	Sell	-1,500	Closed	-$18K	–	247
2017 Q4	$18K	Buy	+1,500	New	+$18.8K	0.02%	358

Other funds holding EVN

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Kiley Juergens Wealth Management's EVN Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2018, closing a stake of 1,500 shares — an estimated $17K sold.

Kiley Juergens Wealth Management first reported a position in EVN in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q4 2017. 57 funds tracked by Wall St. Rank hold EVN as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,500 Eaton Vance Municipal Income Trust shares in Q4 2018, an estimated $17K.
Kiley Juergens Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Eaton Vance Municipal Income Trust position peaked at $18K in Q4 2017.
57 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.