Cerity Partners
ENX

Cerity Partners’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

Cerity Partners’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
-22,503
Closed -$187K – 1862
2023
Q3 		$187K Buy
+22,503
New +$207K ﹤0.01% 1290

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners's ENX Position: Q4 2023 in Review

Cerity Partners sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q4 2023, closing a stake of 22,503 shares — an estimated $187K sold.

Cerity Partners first reported a position in ENX in Q3 2023 and held it in 1 quarter. The position peaked at $187K in Q3 2023. 45 funds tracked by Wall St. Rank hold ENX as of Q4 2023.

  • Cerity Partners reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Cerity Partners sold 22,503 Eaton Vance New York Municipal Bond Fund shares in Q4 2023, an estimated $187K.
  • Cerity Partners first reported a position in Eaton Vance New York Municipal Bond Fund in Q3 2023 and held it in 1 quarter.
  • Cerity Partners's Eaton Vance New York Municipal Bond Fund position peaked at $187K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q4 2023.

Based on Cerity Partners's 13F filing for Q4 2023, filed 26 Jan 2024.