Osaic Holdings’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Osaic Holdings’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
2021 Q2	–	Sell	-1,000	Closed	-$14K	–	7279
2021 Q1	$14K	Hold	1,000	–	–	﹤0.01%	5728
2020 Q4	$14K	Hold	1,000	–	–	﹤0.01%	5376
2020 Q3	$13K	Hold	1,000	–	–	﹤0.01%	5160
2020 Q2	$13K	Hold	1,000	–	–	﹤0.01%	5069
2020 Q1	$12K	Buy	+1,000	New	+$13.3K	﹤0.01%	4925

Other funds holding EVY

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings's EVY Position: Q2 2021 in Review

Osaic Holdings sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q2 2021, closing a stake of 1,000 shares — an estimated $14K sold.

Osaic Holdings first reported a position in EVY in Q1 2020 and held it in 5 quarters. The position peaked at $14K in Q1 2021. 20 funds tracked by Wall St. Rank hold EVY as of Q2 2021.

Osaic Holdings reported no remaining Eaton Vance New York Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
Osaic Holdings sold 1,000 Eaton Vance New York Municipal Income Trust shares in Q2 2021, an estimated $14K.
Osaic Holdings first reported a position in Eaton Vance New York Municipal Income Trust in Q1 2020 and held it in 5 quarters.
Osaic Holdings's Eaton Vance New York Municipal Income Trust position peaked at $14K in Q1 2021.
20 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q2 2021.

Based on Osaic Holdings's 13F filing for Q2 2021, filed 2 Aug 2021.