Kore Private Wealth’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Kore Private Wealth’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,000	Closed	-$81K	–	375
2020 Q2	$81K	Hold	6,000	–	–	0.02%	367
2020 Q1	$80K	Hold	6,000	–	–	0.02%	342
2019 Q4	$84K	Buy	+6,000	New	+$83.8K	0.02%	397
2019 Q2	–	Sell	-6,000	Closed	-$79K	–	300
2019 Q1	$79K	Hold	6,000	–	–	0.02%	315
2018 Q4	$73K	Buy	+6,000	New	+$72K	0.02%	310

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MSL

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Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kore Private Wealth's BNY Position: Q3 2020 in Review

Kore Private Wealth sold out of BlackRock New York Municipal Income Trust (BNY) in Q3 2020, closing a stake of 6,000 shares — an estimated $81K sold.

Kore Private Wealth first reported a position in BNY in Q4 2018 and held it in 5 quarters. The position peaked at $84K in Q4 2019. 27 funds tracked by Wall St. Rank hold BNY as of Q3 2020.

Kore Private Wealth reported no remaining BlackRock New York Municipal Income Trust position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 6,000 BlackRock New York Municipal Income Trust shares in Q3 2020, an estimated $81K.
Kore Private Wealth first reported a position in BlackRock New York Municipal Income Trust in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's BlackRock New York Municipal Income Trust position peaked at $84K in Q4 2019.
27 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.