IA
EVY

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

IFP 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
2018
Q4 		– Sell
-1,890
Closed -$22K – 3987
2018
Q3 		$22K Hold
1,890
– – ﹤0.01% 2420
2018
Q2 		$23K Hold
1,890
– – ﹤0.01% 2392
2018
Q1 		$24K Hold
1,890
– – ﹤0.01% 2288
2017
Q4 		$24K Buy
+1,890
New +$24.4K ﹤0.01% 2319

Other funds holding EVY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's EVY Position: Q4 2018 in Review

IFP Advisors sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q4 2018, closing a stake of 1,890 shares — an estimated $22K sold.

IFP Advisors first reported a position in EVY in Q4 2017 and held it in 4 quarters. The position peaked at $24K in Q1 2018. 20 funds tracked by Wall St. Rank hold EVY as of Q4 2018.

  • IFP Advisors reported no remaining Eaton Vance New York Municipal Income Trust position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 1,890 Eaton Vance New York Municipal Income Trust shares in Q4 2018, an estimated $22K.
  • IFP Advisors first reported a position in Eaton Vance New York Municipal Income Trust in Q4 2017 and held it in 4 quarters.
  • IFP Advisors's Eaton Vance New York Municipal Income Trust position peaked at $24K in Q1 2018.
  • 20 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.