Cetera Investment Advisers
EVY

Cetera Investment Advisers’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Cetera Investment Advisers’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
2016
Q3 		– Sell
-10,561
Closed -$158K – 329
2016
Q2 		$158K Buy
+10,561
New +$155K 0.06% 282

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
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
SA
Strategic Advisors New York $602M AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers's EVY Position: Q3 2016 in Review

Cetera Investment Advisers sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q3 2016, closing a stake of 10,561 shares — an estimated $158K sold.

Cetera Investment Advisers first reported a position in EVY in Q2 2016 and held it in 1 quarter. The position peaked at $158K in Q2 2016. 17 funds tracked by Wall St. Rank hold EVY as of Q3 2016.

  • Cetera Investment Advisers reported no remaining Eaton Vance New York Municipal Income Trust position as of Q3 2016 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,561 Eaton Vance New York Municipal Income Trust shares in Q3 2016, an estimated $158K.
  • Cetera Investment Advisers first reported a position in Eaton Vance New York Municipal Income Trust in Q2 2016 and held it in 1 quarter.
  • Cetera Investment Advisers's Eaton Vance New York Municipal Income Trust position peaked at $158K in Q2 2016.
  • 17 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q3 2016.

Based on Cetera Investment Advisers's 13F filing for Q3 2016, filed 15 Nov 2016.