SFPG
EVN

Stonebridge Financial Planning Group’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Stonebridge Financial Planning Group’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
2020
Q1 		– Sell
-5,288
Closed -$67K – 412
2019
Q4 		$67K Buy
+5,288
New +$67.6K 0.06% 157

Other funds holding EVN

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KIM
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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonebridge Financial Planning Group's EVN Position: Q1 2020 in Review

Stonebridge Financial Planning Group sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2020, closing a stake of 5,288 shares — an estimated $67K sold.

Stonebridge Financial Planning Group first reported a position in EVN in Q4 2019 and held it in 1 quarter. The position peaked at $67K in Q4 2019. 87 funds tracked by Wall St. Rank hold EVN as of Q1 2020.

  • Stonebridge Financial Planning Group reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 5,288 Eaton Vance Municipal Income Trust shares in Q1 2020, an estimated $67K.
  • Stonebridge Financial Planning Group first reported a position in Eaton Vance Municipal Income Trust in Q4 2019 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Eaton Vance Municipal Income Trust position peaked at $67K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2020, filed 15 Apr 2020.