SWP
EVN

Stratos Wealth Partners’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-13,517
Closed -$155K – 1311
2018
Q3 		$155K Hold
13,517
– – 0.01% 939
2018
Q2 		$160K Hold
13,517
– – 0.01% 917
2018
Q1 		$158K Buy
13,517
+8,000
+145% +$94.6K 0.01% 997
2017
Q4 		$68K Sell
5,517
-9,625
-64% -$121K ﹤0.01% 1364
2017
Q3 		$196K Buy
+15,142
New +$197K 0.01% 862

Other funds holding EVN

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Stratos Wealth Partners's EVN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2018, closing a stake of 13,517 shares — an estimated $155K sold.

Stratos Wealth Partners first reported a position in EVN in Q3 2017 and held it in 5 quarters. The position peaked at $196K in Q3 2017. 57 funds tracked by Wall St. Rank hold EVN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 13,517 Eaton Vance Municipal Income Trust shares in Q4 2018, an estimated $155K.
  • Stratos Wealth Partners first reported a position in Eaton Vance Municipal Income Trust in Q3 2017 and held it in 5 quarters.
  • Stratos Wealth Partners's Eaton Vance Municipal Income Trust position peaked at $196K in Q3 2017.
  • 57 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.