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

Genesee Capital 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
2021 Q2	–	Sell	-10,571	Closed	-$153K	–	131
2021 Q1	$153K	Buy	10,571 +103	+1%	+$1.45K	0.09%	86
2020 Q4	$146K	Buy	10,468 +106	+1%	+$1.42K	0.1%	79
2020 Q3	$132K	Buy	10,362 +108	+1%	+$1.41K	0.11%	70
2020 Q2	$129K	Buy	10,254 +105	+1%	+$1.29K	0.12%	70
2020 Q1	$125K	Buy	10,149 +105	+1%	+$1.39K	0.12%	70
2019 Q4	$134K	Buy	+10,044	New	+$133K	0.11%	64

Other funds holding EVY

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Genesee Capital Advisors's EVY Position: Q2 2021 in Review

Genesee Capital Advisors sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q2 2021, closing a stake of 10,571 shares — an estimated $153K sold.

Genesee Capital Advisors first reported a position in EVY in Q4 2019 and held it in 6 quarters. The position peaked at $153K in Q1 2021. 20 funds tracked by Wall St. Rank hold EVY as of Q2 2021.

Genesee Capital Advisors reported no remaining Eaton Vance New York Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
Genesee Capital Advisors sold 10,571 Eaton Vance New York Municipal Income Trust shares in Q2 2021, an estimated $153K.
Genesee Capital Advisors first reported a position in Eaton Vance New York Municipal Income Trust in Q4 2019 and held it in 6 quarters.
Genesee Capital Advisors's Eaton Vance New York Municipal Income Trust position peaked at $153K in Q1 2021.
20 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q2 2021.

Based on Genesee Capital Advisors's 13F filing for Q2 2021, filed 20 Jul 2021.