SL
EVN

Summitry LLC’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Summitry LLC’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
2017
Q1 		– Sell
-14,000
Closed -$176K – 77
2016
Q4 		$176K Buy
+14,000
New +$180K 0.02% 74

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Summitry LLC's EVN Position: Q1 2017 in Review

Summitry LLC sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2017, closing a stake of 14,000 shares — an estimated $176K sold.

Summitry LLC first reported a position in EVN in Q4 2016 and held it in 1 quarter. The position peaked at $176K in Q4 2016. 37 funds tracked by Wall St. Rank hold EVN as of Q1 2017.

  • Summitry LLC reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2017 after selling out during the quarter.
  • Summitry LLC sold 14,000 Eaton Vance Municipal Income Trust shares in Q1 2017, an estimated $176K.
  • Summitry LLC first reported a position in Eaton Vance Municipal Income Trust in Q4 2016 and held it in 1 quarter.
  • Summitry LLC's Eaton Vance Municipal Income Trust position peaked at $176K in Q4 2016.
  • 37 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2017.

Based on Summitry LLC's 13F filing for Q1 2017, filed 12 May 2017.