Doliver Advisors’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Doliver Advisors’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
2018 Q3	–	Sell	-17,870	Closed	-$218K	–	323
2018 Q2	$218K	Buy	17,870 +444	+3%	+$5.36K	0.09%	198
2018 Q1	$213K	Sell	17,426 -4,071	-19%	-$50.5K	0.09%	225
2017 Q4	$273K	Sell	21,497 -5,829	-21%	-$75.3K	0.11%	179
2017 Q3	$360K	Sell	27,326 -610	-2%	-$8.04K	0.16%	129
2017 Q2	$364K	Sell	27,936 -652	-2%	-$8.51K	0.18%	123
2017 Q1	$367K	Buy	28,588 +249	+0.9%	+$3.22K	0.29%	116
2016 Q4	$370K	Buy	+28,339	New	+$390K	0.31%	107
2013 Q4	–	Sell	-11,519	Closed	-$144K	–	343
2013 Q3	$144K	Buy	+11,519	New	+$142K	0.09%	329

Other funds holding EVY

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

FFSOTS

Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

Doliver Advisors's EVY Position: Q3 2018 in Review

Doliver Advisors sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q3 2018, closing a stake of 17,870 shares — an estimated $218K sold.

Doliver Advisors first reported a position in EVY in Q3 2013 and held it in 8 quarters. The position peaked at $370K in Q4 2016. 15 funds tracked by Wall St. Rank hold EVY as of Q3 2018.

Doliver Advisors reported no remaining Eaton Vance New York Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 17,870 Eaton Vance New York Municipal Income Trust shares in Q3 2018, an estimated $218K.
Doliver Advisors first reported a position in Eaton Vance New York Municipal Income Trust in Q3 2013 and held it in 8 quarters.
Doliver Advisors's Eaton Vance New York Municipal Income Trust position peaked at $370K in Q4 2016.
15 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q3 2018.

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