IA
ENX

IFP Advisors’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

IFP Advisors’s Portfolio ENX Stock Details ENX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,443
Closed -$196K – 3684
2022
Q4 		$196K Sell
17,443
-8,508
-33% -$74.7K 0.01% 1363
2022
Q3 		$292K Buy
25,951
+25,751
+12,876% +$245K 0.01% 1209
2022
Q2 		$2K Hold
200
– – ﹤0.01% 4109
2022
Q1 		$2K Buy
+200
New +$2.24K ﹤0.01% 4107

Other funds holding ENX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

IFP Advisors's ENX Position: Q1 2023 in Review

IFP Advisors sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q1 2023, closing a stake of 17,443 shares — an estimated $196K sold.

IFP Advisors first reported a position in ENX in Q1 2022 and held it in 4 quarters. The position peaked at $292K in Q3 2022. 39 funds tracked by Wall St. Rank hold ENX as of Q1 2023.

  • IFP Advisors reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 17,443 Eaton Vance New York Municipal Bond Fund shares in Q1 2023, an estimated $196K.
  • IFP Advisors first reported a position in Eaton Vance New York Municipal Bond Fund in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's Eaton Vance New York Municipal Bond Fund position peaked at $292K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.