SWM
EVN

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

SeaCrest 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
2023
Q4 		– Sell
-10,970
Closed -$97.7K – 633
2023
Q3 		$97.7K Hold
10,970
– – 0.01% 604
2023
Q2 		$109K Hold
10,970
– – 0.01% 607
2023
Q1 		$111K Sell
10,970
-2,000
-15% -$20.5K 0.02% 608
2022
Q4 		$128K Sell
12,970
-3,303
-20% -$32.5K 0.02% 601
2022
Q3 		$159K Hold
16,273
– – 0.02% 564
2022
Q2 		$178K Hold
16,273
– – 0.02% 648
2022
Q1 		$193K Hold
16,273
– – 0.02% 663
2021
Q4 		$225K Hold
16,273
– – 0.02% 608
2021
Q3 		$225K Buy
+16,273
New +$231K 0.03% 588
2021
Q1 		– Sell
-10,578
Closed -$142K – 664
2020
Q4 		$142K Sell
10,578
-6,612
-38% -$86.1K 0.02% 600
2020
Q3 		$220K Sell
17,190
-1,017
-6% -$13K 0.04% 486
2020
Q2 		$227K Hold
18,207
– – 0.04% 468
2020
Q1 		$218K Hold
18,207
– – 0.05% 412
2019
Q4 		$232K Sell
18,207
-1,500
-8% -$19.2K 0.04% 459
2019
Q3 		$254K Hold
19,707
– – 0.05% 426
2019
Q2 		$245K Sell
19,707
-403
-2% -$4.92K 0.05% 420
2019
Q1 		$245K Buy
20,110
+7,629
+61% +$89.5K 0.04% 407
2018
Q4 		$141K Hold
12,481
– – 0.03% 537
2018
Q3 		$143K Hold
12,481
– – 0.02% 623
2018
Q2 		$148K Hold
12,481
– – 0.03% 594
2018
Q1 		$146K Sell
12,481
-1,959
-14% -$23.2K 0.03% 585
2017
Q4 		$179K Buy
+14,440
New +$181K 0.03% 534

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SeaCrest Wealth Management's EVN Position: Q4 2023 in Review

SeaCrest Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2023, closing a stake of 10,970 shares — an estimated $97.7K sold.

SeaCrest Wealth Management first reported a position in EVN in Q4 2017 and held it in 22 quarters. The position peaked at $254K in Q3 2019. 102 funds tracked by Wall St. Rank hold EVN as of Q4 2023.

  • SeaCrest Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 10,970 Eaton Vance Municipal Income Trust shares in Q4 2023, an estimated $97.7K.
  • SeaCrest Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q4 2017 and held it in 22 quarters.
  • SeaCrest Wealth Management's Eaton Vance Municipal Income Trust position peaked at $254K in Q3 2019.
  • 102 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2023.

Based on SeaCrest Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.