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

MSI Financial Services’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
2016 Q4	$490K	Buy	37,579 +511	+1%	+$7.03K	0.02%	703
2016 Q3	$564K	Sell	37,068 -4,057	-10%	-$61.7K	0.02%	624
2016 Q2	$610K	Buy	41,125 +25	+0.1%	+$367	0.02%	569
2016 Q1	$590K	Buy	41,100 +33,030	+409%	+$465K	0.02%	542
2015 Q4	$114K	Buy	+8,070	New	+$110K	0.01%	1224
2015 Q2	–	Sell	-400	Closed	-$6K	–	3313
2015 Q1	$6K	Hold	400	–	–	﹤0.01%	2380
2014 Q4	$6K	Hold	400	–	–	﹤0.01%	2081
2014 Q3	$6K	Hold	400	–	–	﹤0.01%	2066
2014 Q2	$6K	Hold	400	–	–	﹤0.01%	2033
2014 Q1	$5K	Hold	400	–	–	﹤0.01%	2034
2013 Q4	$5K	Sell	400 -440	-52%	-$5.38K	﹤0.01%	2001
2013 Q3	$10K	Buy	+840	New	+$10.3K	﹤0.01%	1465

Other funds holding EVY

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

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

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

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

MSI Financial Services's EVY Position: Q4 2016 in Review

MSI Financial Services increased its Eaton Vance New York Municipal Income Trust (EVY) stake by 1.4% in Q4 2016, buying an estimated $7.03K and bringing the position to 37,579 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #703.

MSI Financial Services first reported a position in EVY in Q3 2013 and has held it in 12 quarters since. The position peaked at $610K in Q2 2016. 20 funds tracked by Wall St. Rank hold EVY as of Q4 2016.

MSI Financial Services held 37,579 shares of Eaton Vance New York Municipal Income Trust worth $490K as of Q4 2016.
MSI Financial Services bought 511 Eaton Vance New York Municipal Income Trust shares in Q4 2016, an estimated $7.03K.
Eaton Vance New York Municipal Income Trust made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #703 holding.
MSI Financial Services first reported a position in Eaton Vance New York Municipal Income Trust in Q3 2013 and has held it in 12 quarters since.
MSI Financial Services's Eaton Vance New York Municipal Income Trust position peaked at $610K in Q2 2016.
20 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.