Northwestern Mutual Wealth Management
EVY

Northwestern Mutual Wealth Management’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Northwestern Mutual Wealth Management’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
-27
Closed – – 2698
2018
Q2 		$0 Buy
+27
New +$326 ﹤0.01% 2542

Other funds holding EVY

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

Northwestern Mutual Wealth Management's EVY Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q3 2018, closing a stake of 27 shares.

Northwestern Mutual Wealth Management first reported a position in EVY in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 15 funds tracked by Wall St. Rank hold EVY as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining Eaton Vance New York Municipal Income Trust position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 27 Eaton Vance New York Municipal Income Trust shares in Q3 2018.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance New York Municipal Income Trust in Q2 2018 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Eaton Vance New York Municipal Income Trust position peaked at $0 in Q2 2018.
  • 15 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.