CSPIA
ENX

Cary Street Partners Investment Advisory’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-4,800
Closed -$39.8K – 951
2023
Q3 		$39.8K Hold
4,800
– – ﹤0.01% 926
2023
Q2 		$45.1K Hold
4,800
– – ﹤0.01% 841
2023
Q1 		$46.7K Buy
+4,800
New +$45.4K ﹤0.01% 762

Other funds holding ENX

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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 2.14% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's ENX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q4 2023, closing a stake of 4,800 shares — an estimated $39.8K sold.

Cary Street Partners Investment Advisory first reported a position in ENX in Q1 2023 and held it in 3 quarters. The position peaked at $46.7K in Q1 2023. 45 funds tracked by Wall St. Rank hold ENX as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 4,800 Eaton Vance New York Municipal Bond Fund shares in Q4 2023, an estimated $39.8K.
  • Cary Street Partners Investment Advisory first reported a position in Eaton Vance New York Municipal Bond Fund in Q1 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Eaton Vance New York Municipal Bond Fund position peaked at $46.7K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.