LB
BNY

Leo Brokerage’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Leo Brokerage’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
2021
Q2 		– Sell
-35,115
Closed -$543K – 189
2021
Q1 		$543K Sell
35,115
-102,608
-75% -$1.54M 0.15% 89
2020
Q4 		$2.01M Buy
137,723
+23,825
+21% +$331K 0.65% 36
2020
Q3 		$1.54M Buy
+113,898
New +$1.58M 0.64% 30

Other funds holding BNY

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Leo Brokerage's BNY Position: Q2 2021 in Review

Leo Brokerage sold out of BlackRock New York Municipal Income Trust (BNY) in Q2 2021, closing a stake of 35,115 shares — an estimated $543K sold.

Leo Brokerage first reported a position in BNY in Q3 2020 and held it in 3 quarters. The position peaked at $2.01M in Q4 2020. 36 funds tracked by Wall St. Rank hold BNY as of Q2 2021.

  • Leo Brokerage reported no remaining BlackRock New York Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
  • Leo Brokerage sold 35,115 BlackRock New York Municipal Income Trust shares in Q2 2021, an estimated $543K.
  • Leo Brokerage first reported a position in BlackRock New York Municipal Income Trust in Q3 2020 and held it in 3 quarters.
  • Leo Brokerage's BlackRock New York Municipal Income Trust position peaked at $2.01M in Q4 2020.
  • 36 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q2 2021.

Based on Leo Brokerage's 13F filing for Q2 2021, filed 4 Aug 2021.