WLPWM
EVN

Walled Lake Planning & Wealth Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Walled Lake Planning & Wealth 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
2021
Q4 		– Sell
-7,180
Closed -$99K – 170
2021
Q3 		$99K Buy
+7,180
New +$102K 0.06% 122

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EVN Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q4 2021, closing a stake of 7,180 shares — an estimated $99K sold.

Walled Lake Planning & Wealth Management first reported a position in EVN in Q3 2021 and held it in 1 quarter. The position peaked at $99K in Q3 2021. 100 funds tracked by Wall St. Rank hold EVN as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 7,180 Eaton Vance Municipal Income Trust shares in Q4 2021, an estimated $99K.
  • Walled Lake Planning & Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Eaton Vance Municipal Income Trust position peaked at $99K in Q3 2021.
  • 100 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.