RFA
EVN

Reilly Financial Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Reilly Financial Advisors’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
2014
Q2 		– Sell
-4,558
Closed -$54K – 840
2014
Q1 		$54K Buy
+4,558
New +$51.9K 0.01% 259
2013
Q3 		– Sell
-309
Closed -$4K – 762
2013
Q2 		$4K Buy
+309
New +$4.14K ﹤0.01% 657

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $265M AUM 16.97% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Reilly Financial Advisors's EVN Position: Q2 2014 in Review

Reilly Financial Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q2 2014, closing a stake of 4,558 shares — an estimated $54K sold.

Reilly Financial Advisors first reported a position in EVN in Q2 2013 and held it in 2 quarters. The position peaked at $54K in Q1 2014. 24 funds tracked by Wall St. Rank hold EVN as of Q2 2014.

  • Reilly Financial Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q2 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 4,558 Eaton Vance Municipal Income Trust shares in Q2 2014, an estimated $54K.
  • Reilly Financial Advisors first reported a position in Eaton Vance Municipal Income Trust in Q2 2013 and held it in 2 quarters.
  • Reilly Financial Advisors's Eaton Vance Municipal Income Trust position peaked at $54K in Q1 2014.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2014.

Based on Reilly Financial Advisors's 13F filing for Q2 2014, filed 16 Jul 2014.