LWCFA
ENX

Loring Wolcott & Coolidge Fiduciary Advisors’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2016
Q3 		– Sell
-1,595
Closed -$23K – 613
2016
Q2 		$23K Hold
1,595
– – ﹤0.01% 473
2016
Q1 		$21K Sell
1,595
-3,405
-68% -$44.8K ﹤0.01% 477
2015
Q4 		$66K Buy
+5,000
New +$64K ﹤0.01% 384

Other funds holding ENX

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ENX Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q3 2016, closing a stake of 1,595 shares — an estimated $23K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ENX in Q4 2015 and held it in 3 quarters. The position peaked at $66K in Q4 2015. 22 funds tracked by Wall St. Rank hold ENX as of Q3 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q3 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,595 Eaton Vance New York Municipal Bond Fund shares in Q3 2016, an estimated $23K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Eaton Vance New York Municipal Bond Fund in Q4 2015 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Eaton Vance New York Municipal Bond Fund position peaked at $66K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.