Fiduciary Financial Services of The Southwest’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Fiduciary Financial Services of The Southwest’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 Q4	–	Sell	-11,780	Closed	-$138K	–	149
2018 Q3	$138K	Hold	11,780	–	–	0.04%	148
2018 Q2	$144K	Hold	11,780	–	–	0.04%	151
2018 Q1	$143K	Hold	11,780	–	–	0.04%	151
2017 Q4	$150K	Sell	11,780 -750	-6%	-$9.69K	0.04%	152
2017 Q3	$165K	Hold	12,530	–	–	0.05%	148
2017 Q2	$163K	Buy	+12,530	New	+$163K	0.05%	147
2013 Q4	–	Sell	-15,770	Closed	-$196K	–	166
2013 Q3	$196K	Hold	15,770	–	–	0.06%	153
2013 Q2	$210K	Buy	+15,770	New	+$231K	0.07%	147

Other funds holding EVY

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

KIM

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

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

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Fiduciary Financial Services of The Southwest's EVY Position: Q4 2018 in Review

Fiduciary Financial Services of The Southwest sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q4 2018, closing a stake of 11,780 shares — an estimated $138K sold.

Fiduciary Financial Services of The Southwest first reported a position in EVY in Q2 2013 and held it in 8 quarters. The position peaked at $210K in Q2 2013. 20 funds tracked by Wall St. Rank hold EVY as of Q4 2018.

Fiduciary Financial Services of The Southwest reported no remaining Eaton Vance New York Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 11,780 Eaton Vance New York Municipal Income Trust shares in Q4 2018, an estimated $138K.
Fiduciary Financial Services of The Southwest first reported a position in Eaton Vance New York Municipal Income Trust in Q2 2013 and held it in 8 quarters.
Fiduciary Financial Services of The Southwest's Eaton Vance New York Municipal Income Trust position peaked at $210K in Q2 2013.
20 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q4 2018.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2018, filed 30 Jan 2019.