U
EVN

UBS’s Eaton Vance Municipal Income Trust EVN Stock Holding History

UBS’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
Q3 		$135K Buy
10,647
+304
+3% +$3.81K ﹤0.01% 5613
2014
Q2 		$132K Sell
10,343
-1,478
-13% -$18.4K ﹤0.01% 5625
2014
Q1 		$141K Sell
11,821
-3,943
-25% -$44.9K ﹤0.01% 5590
2013
Q4 		$166K Buy
15,764
+1,580
+11% +$17K ﹤0.01% 5500
2013
Q3 		$157K Sell
14,184
-6,036
-30% -$66.1K ﹤0.01% 5486
2013
Q2 		$248K Buy
+20,220
New +$271K ﹤0.01% 4865

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WFG
Wills Financial Group Richmond, Virginia $265M AUM 16.97% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS's EVN Position: Q3 2014 in Review

UBS increased its Eaton Vance Municipal Income Trust (EVN) stake by 2.9% in Q3 2014, buying an estimated $3.81K and bringing the position to 10,647 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #5613.

UBS first reported a position in EVN in Q2 2013 and has held it in 6 quarters since. The position peaked at $248K in Q2 2013. 23 funds tracked by Wall St. Rank hold EVN as of Q3 2014.

  • UBS held 10,647 shares of Eaton Vance Municipal Income Trust worth $135K as of Q3 2014.
  • UBS bought 304 Eaton Vance Municipal Income Trust shares in Q3 2014, an estimated $3.81K.
  • Eaton Vance Municipal Income Trust made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5613 holding.
  • UBS first reported a position in Eaton Vance Municipal Income Trust in Q2 2013 and has held it in 6 quarters since.
  • UBS's Eaton Vance Municipal Income Trust position peaked at $248K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.