GSC
EVY

Ground Swell Capital’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Ground Swell Capital’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
2014
Q3 		$3K Buy
200
+152
+317% +$2.08K 0.01% 1794
2014
Q2 		$1K Buy
+48
New +$679 ﹤0.01% 1835

Other funds holding EVY

ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ground Swell Capital's EVY Position: Q3 2014 in Review

Ground Swell Capital increased its Eaton Vance New York Municipal Income Trust (EVY) stake by 317% in Q3 2014, buying an estimated $2.08K and bringing the position to 200 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #1794.

Ground Swell Capital first reported a position in EVY in Q2 2014 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold EVY as of Q3 2014.

  • Ground Swell Capital held 200 shares of Eaton Vance New York Municipal Income Trust worth $3K as of Q3 2014.
  • Ground Swell Capital bought 152 Eaton Vance New York Municipal Income Trust shares in Q3 2014, an estimated $2.08K.
  • Eaton Vance New York Municipal Income Trust made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1794 holding.
  • Ground Swell Capital first reported a position in Eaton Vance New York Municipal Income Trust in Q2 2014 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.