MWM
EVN

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

Merriman 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
Q1 		– Sell
-26,500
Closed -$329K – 190
2017
Q4 		$329K Buy
+26,500
New +$333K 0.08% 137

Other funds holding EVN

RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Merriman Wealth Management's EVN Position: Q1 2018 in Review

Merriman Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2018, closing a stake of 26,500 shares — an estimated $329K sold.

Merriman Wealth Management first reported a position in EVN in Q4 2017 and held it in 1 quarter. The position peaked at $329K in Q4 2017. 55 funds tracked by Wall St. Rank hold EVN as of Q1 2018.

  • Merriman Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 26,500 Eaton Vance Municipal Income Trust shares in Q1 2018, an estimated $329K.
  • Merriman Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q4 2017 and held it in 1 quarter.
  • Merriman Wealth Management's Eaton Vance Municipal Income Trust position peaked at $329K in Q4 2017.
  • 55 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.