BBPWM
ENX

Blue Bell Private Wealth Management’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

Blue Bell Private Wealth Management’s Portfolio ENX Stock Details ENX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,311
Closed -$31.4K – 740
2025
Q1 		$31.4K Sell
3,311
-5,198
-61% -$50.3K 0.01% 423
2024
Q4 		$81.1K Buy
8,509
+3,602
+73% +$35K 0.02% 300
2024
Q3 		$48.9K Hold
4,907
– – 0.01% 366
2024
Q2 		$48.4K Sell
4,907
-2,000
-29% -$19.3K 0.01% 359
2024
Q1 		$67.1K Buy
6,907
+2,407
+53% +$23.6K 0.01% 315
2023
Q4 		$43.4K Buy
+4,500
New +$39.4K 0.01% 342

Other funds holding ENX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Blue Bell Private Wealth Management's ENX Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q2 2025, closing a stake of 3,311 shares — an estimated $31.4K sold.

Blue Bell Private Wealth Management first reported a position in ENX in Q4 2023 and held it in 6 quarters. The position peaked at $81.1K in Q4 2024. 36 funds tracked by Wall St. Rank hold ENX as of Q2 2025.

  • Blue Bell Private Wealth Management reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 3,311 Eaton Vance New York Municipal Bond Fund shares in Q2 2025, an estimated $31.4K.
  • Blue Bell Private Wealth Management first reported a position in Eaton Vance New York Municipal Bond Fund in Q4 2023 and held it in 6 quarters.
  • Blue Bell Private Wealth Management's Eaton Vance New York Municipal Bond Fund position peaked at $81.1K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.