LFA
EVN

Livelsberger Financial Advisory’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Livelsberger Financial Advisory’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
-13,835
Closed -$143K – 82
2024
Q2 		$143K Buy
13,835
+89
+0.6% +$896 2.14% 13
2024
Q1 		$138K Sell
13,746
-3,416
-20% -$34.6K 1.63% 13
2023
Q4 		$169K Buy
+17,162
New +$160K 0.15% 84

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return

Livelsberger Financial Advisory's EVN Position: Q3 2024 in Review

Livelsberger Financial Advisory sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2024, closing a stake of 13,835 shares — an estimated $143K sold.

Livelsberger Financial Advisory first reported a position in EVN in Q4 2023 and held it in 3 quarters. The position peaked at $169K in Q4 2023. 84 funds tracked by Wall St. Rank hold EVN as of Q3 2024.

  • Livelsberger Financial Advisory reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 13,835 Eaton Vance Municipal Income Trust shares in Q3 2024, an estimated $143K.
  • Livelsberger Financial Advisory first reported a position in Eaton Vance Municipal Income Trust in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Eaton Vance Municipal Income Trust position peaked at $169K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.