Money Concepts Capital’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Money Concepts Capital’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
2023 Q2	–	Sell	-12,897	Closed	-$137K	–	394
2023 Q1	$137K	Buy	12,897 +786	+6%	+$8.07K	0.01%	429
2022 Q4	$120K	Hold	12,111	–	–	0.01%	897
2022 Q3	$118K	Sell	12,111 -1,347	-10%	-$15K	0.01%	544
2022 Q2	$147K	Hold	13,458	–	–	0.01%	478
2022 Q1	$159K	Hold	13,458	–	–	0.01%	822
2021 Q4	$186K	Buy	+13,458	New	+$185K	0.02%	499
2021 Q1	$185K	Hold	13,458	–	–	0.01%	470
2020 Q4	$180K	Buy	+13,458	New	+$175K	0.02%	421

Other funds holding EVN

HWAM

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

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

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

MWM

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

1CP

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

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

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

Money Concepts Capital's EVN Position: Q2 2023 in Review

Money Concepts Capital sold out of Eaton Vance Municipal Income Trust (EVN) in Q2 2023, closing a stake of 12,897 shares — an estimated $137K sold.

Money Concepts Capital first reported a position in EVN in Q4 2020 and held it in 8 quarters. The position peaked at $186K in Q4 2021. 91 funds tracked by Wall St. Rank hold EVN as of Q2 2023.

Money Concepts Capital reported no remaining Eaton Vance Municipal Income Trust position as of Q2 2023 after selling out during the quarter.
Money Concepts Capital sold 12,897 Eaton Vance Municipal Income Trust shares in Q2 2023, an estimated $137K.
Money Concepts Capital first reported a position in Eaton Vance Municipal Income Trust in Q4 2020 and held it in 8 quarters.
Money Concepts Capital's Eaton Vance Municipal Income Trust position peaked at $186K in Q4 2021.
91 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.