Mariner Investment Group’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Mariner Investment Group’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 Q1	–	Sell	-42,374	Closed	-$416K	–	33
2023 Q4	$416K	Buy	+42,374	New	+$394K	0.11%	11
2019 Q4	–	Sell	-26,724	Closed	-$343K	–	86
2019 Q3	$343K	Sell	26,724 -103,488	-79%	-$1.32M	0.53%	39
2019 Q2	$1.62M	Sell	130,212 -106,314	-45%	-$1.3M	2.85%	10
2019 Q1	$2.89M	Buy	+236,526	New	+$2.77M	3.9%	3
2018 Q3	–	Sell	-47,256	Closed	-$560K	–	77
2018 Q2	$560K	Hold	47,256	–	–	1.2%	32
2018 Q1	$553K	Hold	47,256	–	–	0.54%	30
2017 Q4	$586K	Buy	+47,256	New	+$593K	0.25%	49
2014 Q1	–	Sell	-33,000	Closed	-$347K	–	245
2013 Q4	$347K	Buy	+33,000	New	+$356K	0.05%	195

Other funds holding EVN

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

RCM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Mariner Investment Group's EVN Position: Q1 2024 in Review

Mariner Investment Group sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2024, closing a stake of 42,374 shares — an estimated $416K sold.

Mariner Investment Group first reported a position in EVN in Q4 2013 and held it in 8 quarters. The position peaked at $2.89M in Q1 2019. 95 funds tracked by Wall St. Rank hold EVN as of Q1 2024.

Mariner Investment Group reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
Mariner Investment Group sold 42,374 Eaton Vance Municipal Income Trust shares in Q1 2024, an estimated $416K.
Mariner Investment Group first reported a position in Eaton Vance Municipal Income Trust in Q4 2013 and held it in 8 quarters.
Mariner Investment Group's Eaton Vance Municipal Income Trust position peaked at $2.89M in Q1 2019.
95 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2024.

Based on Mariner Investment Group's 13F filing for Q1 2024, filed 14 May 2024.