PFO
ENX

Pathstone Family Office’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-200
Closed -$2K – 868
2020
Q4 		$2K Buy
+200
New +$2.4K ﹤0.01% 1029

Other funds holding ENX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathstone Family Office's ENX Position: Q1 2021 in Review

Pathstone Family Office sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q1 2021, closing a stake of 200 shares — an estimated $2K sold.

Pathstone Family Office first reported a position in ENX in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 40 funds tracked by Wall St. Rank hold ENX as of Q1 2021.

  • Pathstone Family Office reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 200 Eaton Vance New York Municipal Bond Fund shares in Q1 2021, an estimated $2K.
  • Pathstone Family Office first reported a position in Eaton Vance New York Municipal Bond Fund in Q4 2020 and held it in 1 quarter.
  • Pathstone Family Office's Eaton Vance New York Municipal Bond Fund position peaked at $2K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.