W
BNY

WealthOne’s BlackRock New York Municipal Income Trust BNY Stock Holding History

WealthOne’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Hold
0
– – – 128
2018
Q4 		– Hold
0
– – – 595

Other funds holding BNY

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $957M AUM 18.71% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return