DA
BNY

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

Doliver 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
2018
Q3 		– Sell
-13,338
Closed -$171K – 211
2018
Q2 		$171K Buy
13,338
+2,335
+21% +$30.1K 0.07% 247
2018
Q1 		$144K Buy
+11,003
New +$149K 0.06% 285
2017
Q1 		– Sell
-15,954
Closed -$222K – 226
2016
Q4 		$222K Buy
+15,954
New +$231K 0.19% 163
2013
Q3 		– Sell
-24,668
Closed -$348K – 344
2013
Q2 		$348K Buy
+24,668
New +$369K 0.21% 218

Other funds holding BNY

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Doliver Advisors's BNY Position: Q3 2018 in Review

Doliver Advisors sold out of BlackRock New York Municipal Income Trust (BNY) in Q3 2018, closing a stake of 13,338 shares — an estimated $171K sold.

Doliver Advisors first reported a position in BNY in Q2 2013 and held it in 4 quarters. The position peaked at $348K in Q2 2013. 31 funds tracked by Wall St. Rank hold BNY as of Q3 2018.

  • Doliver Advisors reported no remaining BlackRock New York Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 13,338 BlackRock New York Municipal Income Trust shares in Q3 2018, an estimated $171K.
  • Doliver Advisors first reported a position in BlackRock New York Municipal Income Trust in Q2 2013 and held it in 4 quarters.
  • Doliver Advisors's BlackRock New York Municipal Income Trust position peaked at $348K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.