KIM
EVY

Karpus Investment Management’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Karpus Investment 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
2020
Q4 		– Sell
-143,259
Closed -$1.83M – 250
2020
Q3 		$1.83M Sell
143,259
-4,877
-3% -$63.7K 0.07% 139
2020
Q2 		$1.87M Buy
148,136
+45,301
+44% +$559K 0.07% 128
2020
Q1 		$1.27M Buy
102,835
+43,425
+73% +$576K 0.05% 151
2019
Q4 		$796K Buy
59,410
+7,434
+14% +$98.7K 0.03% 151
2019
Q3 		$696K Buy
51,976
+380
+0.7% +$5.01K 0.03% 149
2019
Q2 		$668K Buy
51,596
+17,572
+52% +$224K 0.02% 150
2019
Q1 		$417K Sell
34,024
-810
-2% -$9.73K 0.02% 176
2018
Q4 		$400K Buy
34,834
+1,665
+5% +$19K 0.02% 176
2018
Q3 		$389K Buy
33,169
+400
+1% +$4.84K 0.02% 160
2018
Q2 		$400K Hold
32,769
– – 0.02% 148
2018
Q1 		$397K Hold
32,769
– – 0.02% 142
2017
Q4 		$416K Sell
32,769
-2,989
-8% -$38.6K 0.02% 124
2017
Q3 		$471K Hold
35,758
– – 0.02% 113
2017
Q2 		$466K Buy
35,758
+12,057
+51% +$157K 0.02% 116
2017
Q1 		$304K Buy
+23,701
New +$306K 0.02% 145

Other funds holding EVY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Karpus Investment Management's EVY Position: Q4 2020 in Review

Karpus Investment Management sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q4 2020, closing a stake of 143,259 shares — an estimated $1.83M sold.

Karpus Investment Management first reported a position in EVY in Q1 2017 and held it in 15 quarters. The position peaked at $1.87M in Q2 2020. 21 funds tracked by Wall St. Rank hold EVY as of Q4 2020.

  • Karpus Investment Management reported no remaining Eaton Vance New York Municipal Income Trust position as of Q4 2020 after selling out during the quarter.
  • Karpus Investment Management sold 143,259 Eaton Vance New York Municipal Income Trust shares in Q4 2020, an estimated $1.83M.
  • Karpus Investment Management first reported a position in Eaton Vance New York Municipal Income Trust in Q1 2017 and held it in 15 quarters.
  • Karpus Investment Management's Eaton Vance New York Municipal Income Trust position peaked at $1.87M in Q2 2020.
  • 21 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q4 2020.

Based on Karpus Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.