ACA
EVY

Ackerman Capital Advisors’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Ackerman Capital Advisors’s Portfolio EVY Stock Details EVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13,830
Closed -$177K – 149
2020
Q3 		$177K Buy
13,830
+1,543
+13% +$20.2K 0.05% 119
2020
Q2 		$155K Buy
12,287
+1,747
+17% +$21.5K 0.05% 120
2020
Q1 		$131K Buy
+10,540
New +$140K 0.05% 90

Other funds holding EVY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Ackerman Capital Advisors's EVY Position: Q4 2020 in Review

Ackerman Capital Advisors sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q4 2020, closing a stake of 13,830 shares — an estimated $177K sold.

Ackerman Capital Advisors first reported a position in EVY in Q1 2020 and held it in 3 quarters. The position peaked at $177K in Q3 2020. 21 funds tracked by Wall St. Rank hold EVY as of Q4 2020.

  • Ackerman Capital Advisors reported no remaining Eaton Vance New York Municipal Income Trust position as of Q4 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 13,830 Eaton Vance New York Municipal Income Trust shares in Q4 2020, an estimated $177K.
  • Ackerman Capital Advisors first reported a position in Eaton Vance New York Municipal Income Trust in Q1 2020 and held it in 3 quarters.
  • Ackerman Capital Advisors's Eaton Vance New York Municipal Income Trust position peaked at $177K in Q3 2020.
  • 21 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q4 2020.

Based on Ackerman Capital Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.