LWA
ENX

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

Lenox Wealth 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
2022
Q1 		$108K Hold
10,650
– – 0.01% 162
2021
Q4 		$129K Hold
10,650
– – 0.02% 146
2021
Q3 		$131K Hold
10,650
– – 0.02% 138
2021
Q2 		$137K Buy
+10,650
New +$134K 0.02% 136

Other funds holding ENX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Lenox Wealth Advisors's ENX Position: Q1 2022 in Review

Lenox Wealth Advisors held its Eaton Vance New York Municipal Bond Fund (ENX) position steady in Q1 2022 at 10,650 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #162.

Lenox Wealth Advisors first reported a position in ENX in Q2 2021 and has held it in 4 quarters since. The position peaked at $137K in Q2 2021. 44 funds tracked by Wall St. Rank hold ENX as of Q1 2022.

  • Lenox Wealth Advisors held 10,650 shares of Eaton Vance New York Municipal Bond Fund worth $108K as of Q1 2022.
  • Lenox Wealth Advisors left its Eaton Vance New York Municipal Bond Fund share count unchanged in Q1 2022.
  • Eaton Vance New York Municipal Bond Fund made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #162 holding.
  • Lenox Wealth Advisors first reported a position in Eaton Vance New York Municipal Bond Fund in Q2 2021 and has held it in 4 quarters since.
  • Lenox Wealth Advisors's Eaton Vance New York Municipal Bond Fund position peaked at $137K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.