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

Stonebridge Capital 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 Q4	–	Sell	-1,333	Closed	-$11.9K	–	412
2023 Q3	$11.9K	Hold	1,333	–	–	﹤0.01%	582
2023 Q2	$13.3K	Hold	1,333	–	–	﹤0.01%	576
2023 Q1	$13.5K	Hold	1,333	–	–	﹤0.01%	566
2022 Q4	$13.2K	Hold	1,333	–	–	﹤0.01%	554
2022 Q3	$13K	Hold	1,333	–	–	﹤0.01%	527
2022 Q2	$15K	Hold	1,333	–	–	﹤0.01%	529
2022 Q1	$16K	Hold	1,333	–	–	﹤0.01%	568
2021 Q4	$18K	Hold	1,333	–	–	﹤0.01%	524
2021 Q3	$18K	Sell	1,333 -1,333	-50%	-$18.9K	﹤0.01%	513
2021 Q2	$37K	Buy	2,666 +1,333	+100%	+$18.6K	﹤0.01%	521
2021 Q1	$18K	Buy	+1,333	New	+$18K	﹤0.01%	524
2020 Q3	–	Sell	-1,333	Closed	-$17K	–	351
2020 Q2	$17K	Hold	1,333	–	–	﹤0.01%	422
2020 Q1	$16K	Hold	1,333	–	–	﹤0.01%	415
2019 Q4	$17K	Hold	1,333	–	–	﹤0.01%	472
2019 Q3	$17K	Hold	1,333	–	–	﹤0.01%	475
2019 Q2	$17K	Buy	+1,333	New	+$16.3K	﹤0.01%	484

Other funds holding EVN

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

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

MWM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

HWAM

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

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Stonebridge Capital Advisors's EVN Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2023, closing a stake of 1,333 shares — an estimated $11.9K sold.

Stonebridge Capital Advisors first reported a position in EVN in Q2 2019 and held it in 16 quarters. The position peaked at $37K in Q2 2021. 102 funds tracked by Wall St. Rank hold EVN as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 1,333 Eaton Vance Municipal Income Trust shares in Q4 2023, an estimated $11.9K.
Stonebridge Capital Advisors first reported a position in Eaton Vance Municipal Income Trust in Q2 2019 and held it in 16 quarters.
Stonebridge Capital Advisors's Eaton Vance Municipal Income Trust position peaked at $37K in Q2 2021.
102 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.