TJHA
EVY

Thomas J. Herzfeld Advisors’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Thomas J. Herzfeld 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
2021
Q2 		– Sell
-15,847
Closed -$229K – 377
2021
Q1 		$229K Sell
15,847
-5,728
-27% -$80.4K 0.1% 98
2020
Q4 		$302K Buy
+21,575
New +$289K 0.14% 89

Other funds holding EVY

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

Thomas J. Herzfeld Advisors's EVY Position: Q2 2021 in Review

Thomas J. Herzfeld Advisors sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q2 2021, closing a stake of 15,847 shares — an estimated $229K sold.

Thomas J. Herzfeld Advisors first reported a position in EVY in Q4 2020 and held it in 2 quarters. The position peaked at $302K in Q4 2020. 20 funds tracked by Wall St. Rank hold EVY as of Q2 2021.

  • Thomas J. Herzfeld Advisors reported no remaining Eaton Vance New York Municipal Income Trust position as of Q2 2021 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 15,847 Eaton Vance New York Municipal Income Trust shares in Q2 2021, an estimated $229K.
  • Thomas J. Herzfeld Advisors first reported a position in Eaton Vance New York Municipal Income Trust in Q4 2020 and held it in 2 quarters.
  • Thomas J. Herzfeld Advisors's Eaton Vance New York Municipal Income Trust position peaked at $302K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q2 2021.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.