MFG
EVN

Merit Financial Group’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Merit Financial 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
-11,285
Closed -$111K – 874
2023
Q4 		$111K Sell
11,285
-966
-8% -$8.99K ﹤0.01% 752
2023
Q3 		$109K Buy
12,251
+105
+0.9% +$1.01K ﹤0.01% 715
2023
Q2 		$121K Buy
+12,146
New +$121K ﹤0.01% 720

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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
VanEck Associates
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

Merit Financial Group's EVN Position: Q1 2024 in Review

Merit Financial Group sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2024, closing a stake of 11,285 shares — an estimated $111K sold.

Merit Financial Group first reported a position in EVN in Q2 2023 and held it in 3 quarters. The position peaked at $121K in Q2 2023. 95 funds tracked by Wall St. Rank hold EVN as of Q1 2024.

  • Merit Financial Group reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • Merit Financial Group sold 11,285 Eaton Vance Municipal Income Trust shares in Q1 2024, an estimated $111K.
  • Merit Financial Group first reported a position in Eaton Vance Municipal Income Trust in Q2 2023 and held it in 3 quarters.
  • Merit Financial Group's Eaton Vance Municipal Income Trust position peaked at $121K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2024.

Based on Merit Financial Group's 13F filing for Q1 2024, filed 6 May 2024.