FM
BNY

Family Management’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Family Management’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
Q3 		– Sell
-11,583
Closed -$157K – 188
2019
Q2 		$157K Hold
11,583
– – 0.06% 133
2019
Q1 		$151K Buy
+11,583
New +$148K 0.07% 121

Other funds holding BNY

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 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 $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Family Management's BNY Position: Q3 2019 in Review

Family Management sold out of BlackRock New York Municipal Income Trust (BNY) in Q3 2019, closing a stake of 11,583 shares — an estimated $157K sold.

Family Management first reported a position in BNY in Q1 2019 and held it in 2 quarters. The position peaked at $157K in Q2 2019. 26 funds tracked by Wall St. Rank hold BNY as of Q3 2019.

  • Family Management reported no remaining BlackRock New York Municipal Income Trust position as of Q3 2019 after selling out during the quarter.
  • Family Management sold 11,583 BlackRock New York Municipal Income Trust shares in Q3 2019, an estimated $157K.
  • Family Management first reported a position in BlackRock New York Municipal Income Trust in Q1 2019 and held it in 2 quarters.
  • Family Management's BlackRock New York Municipal Income Trust position peaked at $157K in Q2 2019.
  • 26 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q3 2019.

Based on Family Management's 13F filing for Q3 2019, filed 12 Nov 2019.