PFO
EVY

Pathstone Family Office’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-7,689
Closed -$107K – 1467
2020
Q4 		$107K Buy
+7,689
New +$103K ﹤0.01% 373

Other funds holding EVY

SCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Pathstone Family Office sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q1 2021, closing a stake of 7,689 shares — an estimated $107K sold.

Pathstone Family Office first reported a position in EVY in Q4 2020 and held it in 1 quarter. The position peaked at $107K in Q4 2020. 21 funds tracked by Wall St. Rank hold EVY as of Q1 2021.

  • Pathstone Family Office reported no remaining Eaton Vance New York Municipal Income Trust position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 7,689 Eaton Vance New York Municipal Income Trust shares in Q1 2021, an estimated $107K.
  • Pathstone Family Office first reported a position in Eaton Vance New York Municipal Income Trust in Q4 2020 and held it in 1 quarter.
  • Pathstone Family Office's Eaton Vance New York Municipal Income Trust position peaked at $107K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q1 2021.

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