Security National Trust’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Security National Trust’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
2016 Q2	–	Sell	-1,097	Closed	-$16K	–	456
2016 Q1	$16K	Hold	1,097	–	–	0.01%	344
2015 Q4	$15K	Hold	1,097	–	–	0.01%	340
2015 Q3	$14K	Hold	1,097	–	–	0.01%	352
2015 Q2	$14K	Hold	1,097	–	–	0.01%	365
2015 Q1	$15K	Hold	1,097	–	–	0.01%	367
2014 Q4	$15K	Hold	1,097	–	–	0.01%	373
2014 Q3	$14K	Hold	1,097	–	–	0.01%	380
2014 Q2	$14K	Hold	1,097	–	–	0.01%	377
2014 Q1	$13K	Hold	1,097	–	–	0.01%	381
2013 Q4	$12K	Hold	1,097	–	–	0.01%	394
2013 Q3	$12K	Hold	1,097	–	–	0.01%	371
2013 Q2	$13K	Buy	+1,097	New	+$14.7K	0.01%	352

Other funds holding EVN

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 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

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

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

Security National Trust's EVN Position: Q2 2016 in Review

Security National Trust sold out of Eaton Vance Municipal Income Trust (EVN) in Q2 2016, closing a stake of 1,097 shares — an estimated $16K sold.

Security National Trust first reported a position in EVN in Q2 2013 and held it in 12 quarters. The position peaked at $16K in Q1 2016. 35 funds tracked by Wall St. Rank hold EVN as of Q2 2016.

Security National Trust reported no remaining Eaton Vance Municipal Income Trust position as of Q2 2016 after selling out during the quarter.
Security National Trust sold 1,097 Eaton Vance Municipal Income Trust shares in Q2 2016, an estimated $16K.
Security National Trust first reported a position in Eaton Vance Municipal Income Trust in Q2 2013 and held it in 12 quarters.
Security National Trust's Eaton Vance Municipal Income Trust position peaked at $16K in Q1 2016.
35 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2016.

Based on Security National Trust's 13F filing for Q2 2016, filed 22 Jul 2016.