Creative Planning’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-1,363	Closed	-$18K	–	4104
2017 Q2	$18K	Hold	1,363	–	–	﹤0.01%	3260
2017 Q1	$17K	Hold	1,363	–	–	﹤0.01%	3248
2016 Q4	$18K	Sell	1,363 -270	-17%	-$3.71K	﹤0.01%	3156
2016 Q3	$25K	Hold	1,633	–	–	﹤0.01%	2911
2016 Q2	$24K	Buy	1,633 +270	+20%	+$3.96K	﹤0.01%	2676
2016 Q1	$20K	Hold	1,363	–	–	﹤0.01%	2770
2015 Q4	$19K	Hold	1,363	–	–	﹤0.01%	2897
2015 Q3	$18K	Buy	+1,363	New	+$18.3K	﹤0.01%	2823
2015 Q2	–	Sell	-1,363	Closed	-$19K	–	3371
2015 Q1	$19K	Hold	1,363	–	–	﹤0.01%	2772
2014 Q4	$19K	Hold	1,363	–	–	﹤0.01%	2709
2014 Q3	$19K	Hold	1,363	–	–	﹤0.01%	2588
2014 Q2	$20K	Buy	+1,363	New	+$19.3K	﹤0.01%	2498

Other funds holding EVY

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Creative Planning's EVY Position: Q3 2017 in Review

Creative Planning sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q3 2017, closing a stake of 1,363 shares — an estimated $18K sold.

Creative Planning first reported a position in EVY in Q2 2014 and held it in 12 quarters. The position peaked at $25K in Q3 2016. 17 funds tracked by Wall St. Rank hold EVY as of Q3 2017.

Creative Planning reported no remaining Eaton Vance New York Municipal Income Trust position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,363 Eaton Vance New York Municipal Income Trust shares in Q3 2017, an estimated $18K.
Creative Planning first reported a position in Eaton Vance New York Municipal Income Trust in Q2 2014 and held it in 12 quarters.
Creative Planning's Eaton Vance New York Municipal Income Trust position peaked at $25K in Q3 2016.
17 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.