LPL Financial’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

LPL Financial’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
2018 Q3	–	Sell	-11,287	Closed	-$138K	–	3335
2018 Q2	$138K	Buy	11,287 +23	+0.2%	+$277	﹤0.01%	3072
2018 Q1	$136K	Buy	+11,264	New	+$140K	﹤0.01%	3035
2017 Q2	–	Sell	-10,107	Closed	-$130K	–	3013
2017 Q1	$130K	Buy	10,107 +31	+0.3%	+$401	﹤0.01%	2577
2016 Q4	$131K	Buy	+10,076	New	+$139K	﹤0.01%	2554
2016 Q2	–	Sell	-19,713	Closed	-$285K	–	3073
2016 Q1	$285K	Buy	19,713 +1,591	+9%	+$22.4K	﹤0.01%	2553
2015 Q4	$255K	Buy	+18,122	New	+$246K	﹤0.01%	2658

Other funds holding EVY

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFSOTS

Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

LPL Financial's EVY Position: Q3 2018 in Review

LPL Financial sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q3 2018, closing a stake of 11,287 shares — an estimated $138K sold.

LPL Financial first reported a position in EVY in Q4 2015 and held it in 6 quarters. The position peaked at $285K in Q1 2016. 15 funds tracked by Wall St. Rank hold EVY as of Q3 2018.

LPL Financial reported no remaining Eaton Vance New York Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
LPL Financial sold 11,287 Eaton Vance New York Municipal Income Trust shares in Q3 2018, an estimated $138K.
LPL Financial first reported a position in Eaton Vance New York Municipal Income Trust in Q4 2015 and held it in 6 quarters.
LPL Financial's Eaton Vance New York Municipal Income Trust position peaked at $285K in Q1 2016.
15 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q3 2018.

Based on LPL Financial's 13F filing for Q3 2018, filed 14 Nov 2018.