WPWM
EVN

Western Pacific Wealth Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Western Pacific 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
2024
Q3 		– Sell
-750
Closed -$7.76K – 257
2024
Q2 		$7.76K Hold
750
– – 0.01% 184
2024
Q1 		$7.69K Buy
+750
New +$7.59K 0.01% 198

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Western Pacific Wealth Management's EVN Position: Q3 2024 in Review

Western Pacific Wealth Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2024, closing a stake of 750 shares — an estimated $7.76K sold.

Western Pacific Wealth Management first reported a position in EVN in Q1 2024 and held it in 2 quarters. The position peaked at $7.76K in Q2 2024. 84 funds tracked by Wall St. Rank hold EVN as of Q3 2024.

  • Western Pacific Wealth Management reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 750 Eaton Vance Municipal Income Trust shares in Q3 2024, an estimated $7.76K.
  • Western Pacific Wealth Management first reported a position in Eaton Vance Municipal Income Trust in Q1 2024 and held it in 2 quarters.
  • Western Pacific Wealth Management's Eaton Vance Municipal Income Trust position peaked at $7.76K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2024.

Based on Western Pacific Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.