Mercer Global Advisors
ENX

Mercer Global Advisors’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

Mercer Global 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
Q4 		– Sell
-23,647
Closed -$200K – 1946
2022
Q3 		$200K Buy
23,647
+243
+1% +$2.31K ﹤0.01% 1621
2022
Q2 		$218K Buy
23,404
+236
+1% +$2.26K ﹤0.01% 1592
2022
Q1 		$243K Buy
23,168
+217
+0.9% +$2.43K ﹤0.01% 1616
2021
Q4 		$279K Buy
22,951
+209
+0.9% +$2.57K ﹤0.01% 1506
2021
Q3 		$279K Buy
22,742
+212
+0.9% +$2.67K ﹤0.01% 1458
2021
Q2 		$290K Buy
22,530
+237
+1% +$2.98K ﹤0.01% 1401
2021
Q1 		$272K Buy
22,293
+240
+1% +$2.91K ﹤0.01% 1356
2020
Q4 		$271K Buy
22,053
+245
+1% +$2.94K ﹤0.01% 1108
2020
Q3 		$257K Buy
21,808
+240
+1% +$2.88K ﹤0.01% 1016
2020
Q2 		$252K Buy
21,568
+207
+1% +$2.34K ﹤0.01% 908
2020
Q1 		$247K Buy
21,361
+209
+1% +$2.52K 0.01% 870
2019
Q4 		$256K Buy
21,152
+206
+1% +$2.5K 0.01% 974
2019
Q3 		$260K Buy
+20,946
New +$256K 0.01% 937

Other funds holding ENX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $2.99B AUM 3.89% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Mercer Global Advisors's ENX Position: Q4 2022 in Review

Mercer Global Advisors sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q4 2022, closing a stake of 23,647 shares — an estimated $200K sold.

Mercer Global Advisors first reported a position in ENX in Q3 2019 and held it in 13 quarters. The position peaked at $290K in Q2 2021. 41 funds tracked by Wall St. Rank hold ENX as of Q4 2022.

  • Mercer Global Advisors reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 23,647 Eaton Vance New York Municipal Bond Fund shares in Q4 2022, an estimated $200K.
  • Mercer Global Advisors first reported a position in Eaton Vance New York Municipal Bond Fund in Q3 2019 and held it in 13 quarters.
  • Mercer Global Advisors's Eaton Vance New York Municipal Bond Fund position peaked at $290K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.