WFA
ENX

Wellspring Financial Advisors’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

Wellspring Financial Advisors’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
2022
Q4 		– Sell
-24,832
Closed -$210K – 132
2022
Q3 		$210K Hold
24,832
– – 0.08% 79
2022
Q2 		$231K Buy
24,832
+2,698
+12% +$25.8K 0.08% 77
2022
Q1 		$232K Hold
22,134
– – 0.07% 85
2021
Q4 		$269K Hold
22,134
– – 0.08% 79
2021
Q3 		$271K Hold
22,134
– – 0.08% 81
2021
Q2 		$284K Buy
+22,134
New +$279K 0.09% 76
2021
Q1 		– Sell
-14,534
Closed -$178K – 96
2020
Q4 		$178K Hold
14,534
– – 0.06% 87
2020
Q3 		$172K Hold
14,534
– – 0.07% 85
2020
Q2 		$170K Buy
+14,534
New +$165K 0.07% 83

Other funds holding ENX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Wellspring Financial Advisors's ENX Position: Q4 2022 in Review

Wellspring Financial Advisors sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q4 2022, closing a stake of 24,832 shares — an estimated $210K sold.

Wellspring Financial Advisors first reported a position in ENX in Q2 2020 and held it in 9 quarters. The position peaked at $284K in Q2 2021. 41 funds tracked by Wall St. Rank hold ENX as of Q4 2022.

  • Wellspring Financial Advisors reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Wellspring Financial Advisors sold 24,832 Eaton Vance New York Municipal Bond Fund shares in Q4 2022, an estimated $210K.
  • Wellspring Financial Advisors first reported a position in Eaton Vance New York Municipal Bond Fund in Q2 2020 and held it in 9 quarters.
  • Wellspring Financial Advisors's Eaton Vance New York Municipal Bond Fund position peaked at $284K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q4 2022.

Based on Wellspring Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.