IH
EVY

IFC Holdings’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

IFC Holdings’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
2017
Q4 		– Sell
-14,567
Closed -$192K – 546
2017
Q3 		$192K Sell
14,567
-1,571
-10% -$20.7K 0.01% 483
2017
Q2 		$212K Sell
16,138
-4,677
-22% -$61K 0.02% 452
2017
Q1 		$265K Sell
20,815
-4,707
-18% -$60.8K 0.02% 376
2016
Q4 		$334K Sell
25,522
-1,511
-6% -$20.8K 0.03% 290
2016
Q3 		$411K Sell
27,033
-1,891
-7% -$28.7K 0.04% 250
2016
Q2 		$427K Sell
28,924
-398
-1% -$5.84K 0.05% 239
2016
Q1 		$424K Buy
29,322
+1,630
+6% +$22.9K 0.05% 228
2015
Q4 		$390K Buy
27,692
+1,373
+5% +$18.6K 0.05% 238
2015
Q3 		$356K Buy
26,319
+399
+2% +$5.37K 0.05% 239
2015
Q2 		$352K Buy
25,920
+2,842
+12% +$38.7K 0.05% 256
2015
Q1 		$319K Buy
23,078
+2,238
+11% +$30.8K 0.05% 273
2014
Q4 		$282K Buy
20,840
+5,673
+37% +$78.2K 0.05% 285
2014
Q3 		$211K Buy
15,167
+5,035
+50% +$69.1K 0.04% 321
2014
Q2 		$146K Buy
+10,132
New +$143K 0.03% 342

Other funds holding EVY

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

IFC Holdings's EVY Position: Q4 2017 in Review

IFC Holdings sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q4 2017, closing a stake of 14,567 shares — an estimated $192K sold.

IFC Holdings first reported a position in EVY in Q2 2014 and held it in 14 quarters. The position peaked at $427K in Q2 2016. 19 funds tracked by Wall St. Rank hold EVY as of Q4 2017.

  • IFC Holdings reported no remaining Eaton Vance New York Municipal Income Trust position as of Q4 2017 after selling out during the quarter.
  • IFC Holdings sold 14,567 Eaton Vance New York Municipal Income Trust shares in Q4 2017, an estimated $192K.
  • IFC Holdings first reported a position in Eaton Vance New York Municipal Income Trust in Q2 2014 and held it in 14 quarters.
  • IFC Holdings's Eaton Vance New York Municipal Income Trust position peaked at $427K in Q2 2016.
  • 19 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q4 2017.

Based on IFC Holdings's 13F filing for Q4 2017, filed 31 Jan 2018.