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

Next 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
2021 Q4	$136K	Hold	9,848	–	–	0.01%	1036
2021 Q3	$136K	Sell	9,848 -2,637	-21%	-$37.5K	0.01%	992
2021 Q2	$176K	Buy	12,485 +1,400	+13%	+$19.5K	0.01%	877
2021 Q1	$153K	Buy	11,085 +10,628	+2,326%	+$144K	0.01%	866
2020 Q4	$6K	Sell	457 -321	-41%	-$4.18K	﹤0.01%	1924
2020 Q3	$10K	Buy	+778	New	+$9.92K	﹤0.01%	1624
2020 Q2	–	Sell	-679	Closed	-$8K	–	981
2020 Q1	$8K	Sell	679 -3,785	-85%	-$48.2K	﹤0.01%	1583
2019 Q4	$57K	Buy	4,464 +670	+18%	+$8.57K	0.01%	1139
2019 Q3	$49K	Buy	3,794 +2,378	+168%	+$30.2K	0.01%	1149
2019 Q2	$18K	Buy	1,416 +872	+160%	+$10.6K	﹤0.01%	1497
2019 Q1	$7K	Sell	544 -328	-38%	-$3.85K	﹤0.01%	1182
2018 Q4	$10K	Buy	+872	New	+$9.67K	﹤0.01%	1335
2017 Q4	–	Sell	-300	Closed	-$4K	–	588
2017 Q3	$4K	Hold	300	–	–	﹤0.01%	1475
2017 Q2	$4K	Hold	300	–	–	﹤0.01%	1597
2017 Q1	$4K	Buy	+300	New	+$3.8K	﹤0.01%	1554

Other funds holding EVN

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Next Financial Group's EVN Position: Q4 2021 in Review

Next Financial Group held its Eaton Vance Municipal Income Trust (EVN) position steady in Q4 2021 at 9,848 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #1036.

Next Financial Group first reported a position in EVN in Q1 2017 and has held it in 15 quarters since. The position peaked at $176K in Q2 2021. 100 funds tracked by Wall St. Rank hold EVN as of Q4 2021.

Next Financial Group held 9,848 shares of Eaton Vance Municipal Income Trust worth $136K as of Q4 2021.
Next Financial Group left its Eaton Vance Municipal Income Trust share count unchanged in Q4 2021.
Eaton Vance Municipal Income Trust made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1036 holding.
Next Financial Group first reported a position in Eaton Vance Municipal Income Trust in Q1 2017 and has held it in 15 quarters since.
Next Financial Group's Eaton Vance Municipal Income Trust position peaked at $176K in Q2 2021.
100 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.