WAM
ENX

Wealthspire Advisors (Maryland)’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ENX Stock Details ENX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$5.29M Buy
+448,092
New +$5.39M 0.19% 65

Other funds holding ENX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ENX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Eaton Vance New York Municipal Bond Fund (ENX) in Q3 2020: 448,092 shares worth $5.29M. The stake represents 0.19% of the portfolio and ranks #65 among its holdings.

36 funds tracked by Wall St. Rank hold ENX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 448,092 shares of Eaton Vance New York Municipal Bond Fund worth $5.29M as of Q3 2020.
  • Eaton Vance New York Municipal Bond Fund was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Eaton Vance New York Municipal Bond Fund made up 0.19% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #65 holding.
  • 36 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.