EW
BNY

Evoke Wealth’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Evoke Wealth’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
2019
Q4 		– Sell
-55
Closed -$781 – 1275
2019
Q3 		$781 Buy
+55
New +$766 ﹤0.01% 1328

Other funds holding BNY

KIM
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1CP
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Evoke Wealth's BNY Position: Q4 2019 in Review

Evoke Wealth sold out of BlackRock New York Municipal Income Trust (BNY) in Q4 2019, closing a stake of 55 shares — an estimated $781 sold.

Evoke Wealth first reported a position in BNY in Q3 2019 and held it in 1 quarter. The position peaked at $781 in Q3 2019. 30 funds tracked by Wall St. Rank hold BNY as of Q4 2019.

  • Evoke Wealth reported no remaining BlackRock New York Municipal Income Trust position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 55 BlackRock New York Municipal Income Trust shares in Q4 2019, an estimated $781.
  • Evoke Wealth first reported a position in BlackRock New York Municipal Income Trust in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's BlackRock New York Municipal Income Trust position peaked at $781 in Q3 2019.
  • 30 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.