AG
EVY

Advisor Group’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Advisor Group’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
2019
Q4 		$13K Hold
1,000
– – ﹤0.01% 4216
2019
Q3 		$13K Hold
1,000
– – ﹤0.01% 4221
2019
Q2 		$13K Hold
1,000
– – ﹤0.01% 4241
2019
Q1 		$12K Buy
+1,000
New +$12K ﹤0.01% 4298

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Group's EVY Position: Q4 2019 in Review

Advisor Group held its Eaton Vance New York Municipal Income Trust (EVY) position steady in Q4 2019 at 1,000 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4216.

Advisor Group first reported a position in EVY in Q1 2019 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold EVY as of Q4 2019.

  • Advisor Group held 1,000 shares of Eaton Vance New York Municipal Income Trust worth $13K as of Q4 2019.
  • Advisor Group left its Eaton Vance New York Municipal Income Trust share count unchanged in Q4 2019.
  • Eaton Vance New York Municipal Income Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4216 holding.
  • Advisor Group first reported a position in Eaton Vance New York Municipal Income Trust in Q1 2019 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.