SA
EVN

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

SFI 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
2023
Q1 		– Sell
-20,996
Closed -$207K – 82
2022
Q4 		$207K Buy
+20,996
New +$207K 0.23% 61

Other funds holding EVN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SFI Advisors's EVN Position: Q1 2023 in Review

SFI Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2023, closing a stake of 20,996 shares — an estimated $207K sold.

SFI Advisors first reported a position in EVN in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 96 funds tracked by Wall St. Rank hold EVN as of Q1 2023.

  • SFI Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • SFI Advisors sold 20,996 Eaton Vance Municipal Income Trust shares in Q1 2023, an estimated $207K.
  • SFI Advisors first reported a position in Eaton Vance Municipal Income Trust in Q4 2022 and held it in 1 quarter.
  • SFI Advisors's Eaton Vance Municipal Income Trust position peaked at $207K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2023.

Based on SFI Advisors's 13F filing for Q1 2023, filed 15 May 2023.