Shufro Rose & Co’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Shufro Rose & Co’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
2026 Q1	$130K	Hold	12,500	–	–	0.01%	292
2025 Q4	$135K	Buy	+12,500	New	+$137K	0.01%	286
2023 Q4	–	Sell	-10,000	Closed	-$89.1K	–	308
2023 Q3	$89.1K	Hold	10,000	–	–	0.01%	292
2023 Q2	$99.5K	Hold	10,000	–	–	0.01%	297
2023 Q1	$101K	Hold	10,000	–	–	0.01%	296
2022 Q4	$98.7K	Hold	10,000	–	–	0.01%	311
2022 Q3	$98K	Hold	10,000	–	–	0.01%	302
2022 Q2	$109K	Hold	10,000	–	–	0.01%	293
2022 Q1	$118K	Hold	10,000	–	–	0.01%	306
2021 Q4	$138K	Hold	10,000	–	–	0.01%	289
2021 Q3	$138K	Hold	10,000	–	–	0.01%	276
2021 Q2	$140K	Hold	10,000	–	–	0.01%	273
2021 Q1	$138K	Hold	10,000	–	–	0.01%	276
2020 Q4	$134K	Hold	10,000	–	–	0.01%	259
2020 Q3	$128K	Hold	10,000	–	–	0.01%	259
2020 Q2	$125K	Hold	10,000	–	–	0.01%	262
2020 Q1	$120K	Hold	10,000	–	–	0.01%	259
2019 Q4	$128K	Buy	+10,000	New	+$128K	0.01%	292
2018 Q4	–	Sell	-23,500	Closed	-$270K	–	302
2018 Q3	$270K	Buy	+23,500	New	+$279K	0.03%	236
2018 Q2	–	Hold	0	–	–	–	233
2018 Q1	–	Sell	-22,500	Closed	-$266K	–	237
2017 Q4	$279K	Buy	+22,500	New	+$282K	0.03%	232
2017 Q3	–	Sell	-21,000	Closed	-$273K	–	231
2017 Q2	$273K	Buy	+21,000	New	+$272K	0.03%	217

Other funds holding EVN

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Shufro Rose & Co's EVN Position: Q1 2026 in Review

Shufro Rose & Co held its Eaton Vance Municipal Income Trust (EVN) position steady in Q1 2026 at 12,500 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #292.

Shufro Rose & Co first reported a position in EVN in Q2 2017 and has held it in 21 quarters since. The position peaked at $279K in Q4 2017. 87 funds tracked by Wall St. Rank hold EVN as of Q1 2026.

Shufro Rose & Co held 12,500 shares of Eaton Vance Municipal Income Trust worth $130K as of Q1 2026.
Shufro Rose & Co left its Eaton Vance Municipal Income Trust share count unchanged in Q1 2026.
Eaton Vance Municipal Income Trust made up 0.01% of Shufro Rose & Co's portfolio in Q1 2026, its #292 holding.
Shufro Rose & Co first reported a position in Eaton Vance Municipal Income Trust in Q2 2017 and has held it in 21 quarters since.
Shufro Rose & Co's Eaton Vance Municipal Income Trust position peaked at $279K in Q4 2017.
87 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.