Geode Capital Management’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Geode Capital Management’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
2019 Q3	–	Sell	-18,182	Closed	-$235K	–	4251
2019 Q2	$235K	Sell	18,182 -11,377	-38%	-$145K	﹤0.01%	3747
2019 Q1	$364K	Sell	29,559 -400	-1%	-$4.81K	﹤0.01%	3552
2018 Q4	$344K	Buy	29,959 +4,984	+20%	+$56.8K	﹤0.01%	3501
2018 Q3	$292K	Buy	24,975 +285	+1%	+$3.45K	﹤0.01%	3635
2018 Q2	$301K	Sell	24,690 -444	-2%	-$5.36K	﹤0.01%	3604
2018 Q1	$304K	Sell	25,134 -15,778	-39%	-$196K	﹤0.01%	3564
2017 Q4	$519K	Sell	40,912 -884	-2%	-$11.4K	﹤0.01%	3346
2017 Q3	$550K	Sell	41,796 -9,582	-19%	-$126K	﹤0.01%	3326
2017 Q2	$669K	Buy	51,378 +12,898	+34%	+$168K	﹤0.01%	3260
2017 Q1	$491K	Buy	+38,480	New	+$497K	﹤0.01%	3318

Other funds holding EVY

SCM

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

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

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

Geode Capital Management's EVY Position: Q3 2019 in Review

Geode Capital Management sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q3 2019, closing a stake of 18,182 shares — an estimated $235K sold.

Geode Capital Management first reported a position in EVY in Q1 2017 and held it in 10 quarters. The position peaked at $669K in Q2 2017. 16 funds tracked by Wall St. Rank hold EVY as of Q3 2019.

Geode Capital Management reported no remaining Eaton Vance New York Municipal Income Trust position as of Q3 2019 after selling out during the quarter.
Geode Capital Management sold 18,182 Eaton Vance New York Municipal Income Trust shares in Q3 2019, an estimated $235K.
Geode Capital Management first reported a position in Eaton Vance New York Municipal Income Trust in Q1 2017 and held it in 10 quarters.
Geode Capital Management's Eaton Vance New York Municipal Income Trust position peaked at $669K in Q2 2017.
16 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q3 2019.

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