Point View Wealth Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Point View Wealth Management’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
2020 Q4	$242K	Sell	18,120 -7,529	-29%	-$98.1K	0.1%	230
2020 Q3	$329K	Hold	25,649	–	–	0.16%	178
2020 Q2	$320K	Sell	25,649 -809	-3%	-$9.71K	0.15%	181
2020 Q1	$317K	Sell	26,458 -9,136	-26%	-$116K	0.17%	173
2019 Q4	$454K	Hold	35,594	–	–	0.19%	162
2019 Q3	$458K	Sell	35,594 -9,473	-21%	-$120K	0.21%	152
2019 Q2	$561K	Sell	45,067 -2,340	-5%	-$28.6K	0.24%	135
2019 Q1	$578K	Buy	47,407 +6,548	+16%	+$76.8K	0.26%	128
2018 Q4	$462K	Buy	+40,859	New	+$453K	0.23%	134

Other funds holding EVN

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Point View Wealth Management's EVN Position: Q4 2020 in Review

Point View Wealth Management reduced its Eaton Vance Municipal Income Trust (EVN) stake by 29% in Q4 2020, selling an estimated $98.1K and leaving 18,120 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #230.

Point View Wealth Management first reported a position in EVN in Q4 2018 and has held it in 9 quarters since. The position peaked at $578K in Q1 2019. 86 funds tracked by Wall St. Rank hold EVN as of Q4 2020.

Point View Wealth Management held 18,120 shares of Eaton Vance Municipal Income Trust worth $242K as of Q4 2020.
Point View Wealth Management sold 7,529 Eaton Vance Municipal Income Trust shares in Q4 2020, an estimated $98.1K.
Eaton Vance Municipal Income Trust made up 0.1% of Point View Wealth Management's portfolio in Q4 2020, its #230 holding.
Point View Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q4 2018 and has held it in 9 quarters since.
Point View Wealth Management's Eaton Vance Municipal Income Trust position peaked at $578K in Q1 2019.
86 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.