PFO
EVN

Pathstone Family Office’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-32
Closed – – 881
2020
Q4 		$0 Hold
32
– – ﹤0.01% 1198
2020
Q3 		$0 Sell
32
-32
-50% -$408 ﹤0.01% 859
2020
Q2 		$0 Buy
+64
New +$768 ﹤0.01% 796

Other funds holding EVN

1CP
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GC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathstone Family Office's EVN Position: Q1 2021 in Review

Pathstone Family Office sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2021, closing a stake of 32 shares.

Pathstone Family Office first reported a position in EVN in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 91 funds tracked by Wall St. Rank hold EVN as of Q1 2021.

  • Pathstone Family Office reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 32 Eaton Vance Municipal Income Trust shares in Q1 2021.
  • Pathstone Family Office first reported a position in Eaton Vance Municipal Income Trust in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Eaton Vance Municipal Income Trust position peaked at $0 in Q4 2020.
  • 91 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.