CA
BNY

Clearstead Advisors’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Clearstead Advisors’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-62,055
Closed -$936K – 226
2017
Q3 		$936K Buy
+62,055
New +$944K 0.12% 125

Other funds holding BNY

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
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Clearstead Advisors's BNY Position: Q4 2017 in Review

Clearstead Advisors sold out of BlackRock New York Municipal Income Trust (BNY) in Q4 2017, closing a stake of 62,055 shares — an estimated $936K sold.

Clearstead Advisors first reported a position in BNY in Q3 2017 and held it in 1 quarter. The position peaked at $936K in Q3 2017. 22 funds tracked by Wall St. Rank hold BNY as of Q4 2017.

  • Clearstead Advisors reported no remaining BlackRock New York Municipal Income Trust position as of Q4 2017 after selling out during the quarter.
  • Clearstead Advisors sold 62,055 BlackRock New York Municipal Income Trust shares in Q4 2017, an estimated $936K.
  • Clearstead Advisors first reported a position in BlackRock New York Municipal Income Trust in Q3 2017 and held it in 1 quarter.
  • Clearstead Advisors's BlackRock New York Municipal Income Trust position peaked at $936K in Q3 2017.
  • 22 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q4 2017.

Based on Clearstead Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.