Ameriprise
EVY

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

Ameriprise’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
2017
Q3 		– Sell
-11,201
Closed -$146K – 3786
2017
Q2 		$146K Hold
11,201
– – ﹤0.01% 3618
2017
Q1 		$144K Hold
11,201
– – ﹤0.01% 3517
2016
Q4 		$146K Buy
+11,201
New +$154K ﹤0.01% 3722

Other funds holding EVY

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Ameriprise's EVY Position: Q3 2017 in Review

Ameriprise sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q3 2017, closing a stake of 11,201 shares — an estimated $146K sold.

Ameriprise first reported a position in EVY in Q4 2016 and held it in 3 quarters. The position peaked at $146K in Q2 2017. 17 funds tracked by Wall St. Rank hold EVY as of Q3 2017.

  • Ameriprise reported no remaining Eaton Vance New York Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
  • Ameriprise sold 11,201 Eaton Vance New York Municipal Income Trust shares in Q3 2017, an estimated $146K.
  • Ameriprise first reported a position in Eaton Vance New York Municipal Income Trust in Q4 2016 and held it in 3 quarters.
  • Ameriprise's Eaton Vance New York Municipal Income Trust position peaked at $146K in Q2 2017.
  • 17 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q3 2017.

Based on Ameriprise's 13F filing for Q3 2017, filed 7 Nov 2017.