SA
EVY

Strategic Advisors’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Strategic Advisors’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
Q1 		– Sell
-17,125
Closed -$218K – 143
2017
Q4 		$218K Buy
+17,125
New +$221K 0.09% 131
2016
Q4 		– Sell
-22,165
Closed -$337K – 135
2016
Q3 		$337K Buy
+22,165
New +$337K 0.19% 106

Other funds holding EVY

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Strategic Advisors's EVY Position: Q1 2018 in Review

Strategic Advisors sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q1 2018, closing a stake of 17,125 shares — an estimated $218K sold.

Strategic Advisors first reported a position in EVY in Q3 2016 and held it in 2 quarters. The position peaked at $337K in Q3 2016. 17 funds tracked by Wall St. Rank hold EVY as of Q1 2018.

  • Strategic Advisors reported no remaining Eaton Vance New York Municipal Income Trust position as of Q1 2018 after selling out during the quarter.
  • Strategic Advisors sold 17,125 Eaton Vance New York Municipal Income Trust shares in Q1 2018, an estimated $218K.
  • Strategic Advisors first reported a position in Eaton Vance New York Municipal Income Trust in Q3 2016 and held it in 2 quarters.
  • Strategic Advisors's Eaton Vance New York Municipal Income Trust position peaked at $337K in Q3 2016.
  • 17 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q1 2018.

Based on Strategic Advisors's 13F filing for Q1 2018, filed 19 Apr 2018.