Patriot Financial Group Insurance Agency’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-12,200	Closed	-$169K	–	2100
2021 Q4	$169K	Sell	12,200 -15,300	-56%	-$210K	0.03%	500
2021 Q3	$380K	Hold	27,500	–	–	0.07%	288
2021 Q2	$386K	Hold	27,500	–	–	0.07%	282
2021 Q1	$379K	Hold	27,500	–	–	0.09%	240
2020 Q4	$368K	Buy	+27,500	New	+$358K	0.09%	225

Other funds holding EVN

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

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

1CP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

AAM

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

RJA

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

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

Patriot Financial Group Insurance Agency's EVN Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2022, closing a stake of 12,200 shares — an estimated $169K sold.

Patriot Financial Group Insurance Agency first reported a position in EVN in Q4 2020 and held it in 5 quarters. The position peaked at $386K in Q2 2021. 96 funds tracked by Wall St. Rank hold EVN as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 12,200 Eaton Vance Municipal Income Trust shares in Q1 2022, an estimated $169K.
Patriot Financial Group Insurance Agency first reported a position in Eaton Vance Municipal Income Trust in Q4 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Eaton Vance Municipal Income Trust position peaked at $386K in Q2 2021.
96 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.