UCFA
EVN

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

United Capital 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
2018
Q4 		– Sell
-20,115
Closed -$231K – 1309
2018
Q3 		$231K Buy
20,115
+8,196
+69% +$97.5K ﹤0.01% 1207
2018
Q2 		$141K Buy
+11,919
New +$140K ﹤0.01% 1252

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

United Capital Financial Advisors's EVN Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2018, closing a stake of 20,115 shares — an estimated $231K sold.

United Capital Financial Advisors first reported a position in EVN in Q2 2018 and held it in 2 quarters. The position peaked at $231K in Q3 2018. 57 funds tracked by Wall St. Rank hold EVN as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 20,115 Eaton Vance Municipal Income Trust shares in Q4 2018, an estimated $231K.
  • United Capital Financial Advisors first reported a position in Eaton Vance Municipal Income Trust in Q2 2018 and held it in 2 quarters.
  • United Capital Financial Advisors's Eaton Vance Municipal Income Trust position peaked at $231K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.