TFA
EVN

Transamerica Financial Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Transamerica Financial 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
2014
Q1 		– Sell
-522
Closed -$6K – 661
2013
Q4 		$6K Sell
522
-1,156
-69% -$12.5K ﹤0.01% 489
2013
Q3 		$19K Buy
1,678
+324
+24% +$3.55K ﹤0.01% 388
2013
Q2 		$17K Buy
+1,354
New +$18.1K ﹤0.01% 369

Other funds holding EVN

ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $265M AUM 16.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transamerica Financial Advisors's EVN Position: Q1 2014 in Review

Transamerica Financial Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2014, closing a stake of 522 shares — an estimated $6K sold.

Transamerica Financial Advisors first reported a position in EVN in Q2 2013 and held it in 3 quarters. The position peaked at $19K in Q3 2013. 27 funds tracked by Wall St. Rank hold EVN as of Q1 2014.

  • Transamerica Financial Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 522 Eaton Vance Municipal Income Trust shares in Q1 2014, an estimated $6K.
  • Transamerica Financial Advisors first reported a position in Eaton Vance Municipal Income Trust in Q2 2013 and held it in 3 quarters.
  • Transamerica Financial Advisors's Eaton Vance Municipal Income Trust position peaked at $19K in Q3 2013.
  • 27 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2014.

Based on Transamerica Financial Advisors's 13F filing for Q1 2014, filed 15 Apr 2014.