WFAG
EVN

Wescott Financial Advisory Group’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Wescott Financial Advisory Group’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
2022
Q3 		– Sell
-18,200
Closed -$199K – 140
2022
Q2 		$199K Buy
+18,200
New +$204K 0.05% 125

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wescott Financial Advisory Group's EVN Position: Q3 2022 in Review

Wescott Financial Advisory Group sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2022, closing a stake of 18,200 shares — an estimated $199K sold.

Wescott Financial Advisory Group first reported a position in EVN in Q2 2022 and held it in 1 quarter. The position peaked at $199K in Q2 2022. 90 funds tracked by Wall St. Rank hold EVN as of Q3 2022.

  • Wescott Financial Advisory Group reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2022 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 18,200 Eaton Vance Municipal Income Trust shares in Q3 2022, an estimated $199K.
  • Wescott Financial Advisory Group first reported a position in Eaton Vance Municipal Income Trust in Q2 2022 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Eaton Vance Municipal Income Trust position peaked at $199K in Q2 2022.
  • 90 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2022.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2022, filed 14 Nov 2022.