SS
EVN

Simplicity Solutions’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Simplicity Solutions’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
-12,220
Closed -$121K – 1183
2022
Q4 		$121K Buy
12,220
+52
+0.4% +$512 0.02% 638
2022
Q3 		$119K Buy
+12,168
New +$136K 0.02% 615
2019
Q2 		– Sell
-10,252
Closed -$125K – 710
2019
Q1 		$125K Buy
+10,252
New +$120K 0.01% 723

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

Simplicity Solutions's EVN Position: Q1 2023 in Review

Simplicity Solutions sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2023, closing a stake of 12,220 shares — an estimated $121K sold.

Simplicity Solutions first reported a position in EVN in Q1 2019 and held it in 3 quarters. The position peaked at $125K in Q1 2019. 96 funds tracked by Wall St. Rank hold EVN as of Q1 2023.

  • Simplicity Solutions reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • Simplicity Solutions sold 12,220 Eaton Vance Municipal Income Trust shares in Q1 2023, an estimated $121K.
  • Simplicity Solutions first reported a position in Eaton Vance Municipal Income Trust in Q1 2019 and held it in 3 quarters.
  • Simplicity Solutions's Eaton Vance Municipal Income Trust position peaked at $125K in Q1 2019.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2023.

Based on Simplicity Solutions's 13F filing for Q1 2023, filed 27 Apr 2023.