Westview Management dba Westview Investment Advisors EVN β€” EATON VANCE MUNI INCOME TRUS

Ownership history in Westview Management dba Westview Investment Advisors  Β·  3 quarters on record

AI Ownership Summary

Westview Management dba Westview Investment Advisors reported EATON VANCE MUNI INCOME TRUS (EVN) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.19% in 2025 Q4. The latest visible filing shows EVN at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westview Management dba Westview Investment Advisors's position in EATON VANCE MUNI INCOME TRUS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EVN was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Westview Management dba Westview Investment Advisors held EVN β€” position size vs. price
% of Fund (quarterly)    EVN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 13,624 -19,250 -58.6% 0.08% $153K 2026-07-31 $10.37
2026 Q1 REDUCED 13.2% +8.6% ❌ 32,874 -5,000 -13.2% 0.18% $342K 2026-05-08 $10.48
2025 Q4 INITIATED β€” β€” β€” 37,874 β€” β€” 0.19% $408K 2026-01-09 $10.66

FAQ About Westview Management dba Westview Investment Advisors and EVN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Westview Management dba Westview Investment Advisors reported owning EVN?

Westview Management dba Westview Investment Advisors reported EVN across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported EVN position in Westview Management dba Westview Investment Advisors's portfolio?

The largest reported portfolio weight for EVN was 0.19% in 2025 Q4.

What is the latest reported EVN position on this page?

The most recent filing on this page is 2026 Q2, when Westview Management dba Westview Investment Advisors reported 13,624 shares, equal to 0.08% of portfolio, with an estimated market value of $153K.

What does the chart on this EVN ownership page compare?

The chart compares Westview Management dba Westview Investment Advisors's quarterly EVN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Westview Management dba Westview Investment Advisors Holdings