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ORG Partners’s Eaton Vance Municipal Income Trust EVN Stock Holding History

ORG Partners’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
Q3 		– Sell
-1,672
Closed -$17.2K – 1236
2024
Q2 		$17.2K Hold
1,672
– – ﹤0.01% 1119
2024
Q1 		$16.9K Buy
+1,672
New +$16.9K 0.03% 232

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ORG Partners's EVN Position: Q3 2024 in Review

ORG Partners sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2024, closing a stake of 1,672 shares — an estimated $17.2K sold.

ORG Partners first reported a position in EVN in Q1 2024 and held it in 2 quarters. The position peaked at $17.2K in Q2 2024. 84 funds tracked by Wall St. Rank hold EVN as of Q3 2024.

  • ORG Partners reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 1,672 Eaton Vance Municipal Income Trust shares in Q3 2024, an estimated $17.2K.
  • ORG Partners first reported a position in Eaton Vance Municipal Income Trust in Q1 2024 and held it in 2 quarters.
  • ORG Partners's Eaton Vance Municipal Income Trust position peaked at $17.2K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.