Ropes Wealth Advisors’s Eaton Vance New York Municipal Bond Fund II NYH Stock Holding History

Ropes Wealth Advisors’s Portfolio NYH Stock Details NYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,300	Closed	-$14K	–	604
2018 Q2	$14K	Hold	1,300	–	–	﹤0.01%	451
2018 Q1	$14K	Hold	1,300	–	–	﹤0.01%	440
2017 Q4	$15K	Hold	1,300	–	–	﹤0.01%	489
2017 Q3	$16K	Hold	1,300	–	–	﹤0.01%	449
2017 Q2	$15K	Buy	+1,300	New	+$15.5K	﹤0.01%	429

Other funds holding NYH

SCM

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

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ropes Wealth Advisors's NYH Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Eaton Vance New York Municipal Bond Fund II (NYH) in Q3 2018, closing a stake of 1,300 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in NYH in Q2 2017 and held it in 5 quarters. The position peaked at $16K in Q3 2017. 11 funds tracked by Wall St. Rank hold NYH as of Q3 2018.

Ropes Wealth Advisors reported no remaining Eaton Vance New York Municipal Bond Fund II position as of Q3 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 1,300 Eaton Vance New York Municipal Bond Fund II shares in Q3 2018, an estimated $14K.
Ropes Wealth Advisors first reported a position in Eaton Vance New York Municipal Bond Fund II in Q2 2017 and held it in 5 quarters.
Ropes Wealth Advisors's Eaton Vance New York Municipal Bond Fund II position peaked at $16K in Q3 2017.
11 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund II as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.