TFM
EVN

TFC Financial Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

TFC Financial 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
2023
Q3 		– Sell
-54
Closed -$541 – 684
2023
Q2 		$541 Buy
+54
New +$539 ﹤0.01% 570

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFC Financial Management's EVN Position: Q3 2023 in Review

TFC Financial Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2023, closing a stake of 54 shares — an estimated $541 sold.

TFC Financial Management first reported a position in EVN in Q2 2023 and held it in 1 quarter. The position peaked at $541 in Q2 2023. 89 funds tracked by Wall St. Rank hold EVN as of Q3 2023.

  • TFC Financial Management reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2023 after selling out during the quarter.
  • TFC Financial Management sold 54 Eaton Vance Municipal Income Trust shares in Q3 2023, an estimated $541.
  • TFC Financial Management first reported a position in Eaton Vance Municipal Income Trust in Q2 2023 and held it in 1 quarter.
  • TFC Financial Management's Eaton Vance Municipal Income Trust position peaked at $541 in Q2 2023.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2023.

Based on TFC Financial Management's 13F filing for Q3 2023, filed 23 Oct 2023.