SWM
EVN

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

Spire 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
2022
Q3 		– Sell
-840
Closed -$9K – 2302
2022
Q2 		$9K Buy
+840
New +$9.42K ﹤0.01% 1944
2022
Q1 		– Sell
-3,820
Closed -$53K – 2629
2021
Q4 		$53K Buy
3,820
+700
+22% +$9.62K ﹤0.01% 1694
2021
Q3 		$43K Hold
3,120
– – ﹤0.01% 1535
2021
Q2 		$44K Sell
3,120
-1,440
-32% -$20.1K ﹤0.01% 1527
2021
Q1 		$63K Buy
+4,560
New +$61.6K ﹤0.01% 1608

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spire Wealth Management's EVN Position: Q3 2022 in Review

Spire Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2022, closing a stake of 840 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in EVN in Q1 2021 and held it in 5 quarters. The position peaked at $63K in Q1 2021. 90 funds tracked by Wall St. Rank hold EVN as of Q3 2022.

  • Spire Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 840 Eaton Vance Municipal Income Trust shares in Q3 2022, an estimated $9K.
  • Spire Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Eaton Vance Municipal Income Trust position peaked at $63K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.