WRM
EVY

Westport Resources Management’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Westport Resources Management’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
2016
Q3 		$13K Sell
853
-3,699
-81% -$56.2K 0.01% 435
2016
Q2 		$68K Sell
4,552
-220
-5% -$3.23K 0.02% 351
2016
Q1 		$69K Buy
+4,772
New +$67.2K 0.02% 353

Other funds holding EVY

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
SA
Strategic Advisors New York $602M AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westport Resources Management's EVY Position: Q3 2016 in Review

Westport Resources Management reduced its Eaton Vance New York Municipal Income Trust (EVY) stake by 81% in Q3 2016, selling an estimated $56.2K and leaving 853 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #435.

Westport Resources Management first reported a position in EVY in Q1 2016 and has held it in 3 quarters since. The position peaked at $69K in Q1 2016. 17 funds tracked by Wall St. Rank hold EVY as of Q3 2016.

  • Westport Resources Management held 853 shares of Eaton Vance New York Municipal Income Trust worth $13K as of Q3 2016.
  • Westport Resources Management sold 3,699 Eaton Vance New York Municipal Income Trust shares in Q3 2016, an estimated $56.2K.
  • Eaton Vance New York Municipal Income Trust made up 0.01% of Westport Resources Management's portfolio in Q3 2016, its #435 holding.
  • Westport Resources Management first reported a position in Eaton Vance New York Municipal Income Trust in Q1 2016 and has held it in 3 quarters since.
  • Westport Resources Management's Eaton Vance New York Municipal Income Trust position peaked at $69K in Q1 2016.
  • 17 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q3 2016.

Based on Westport Resources Management's 13F filing for Q3 2016, filed 14 Nov 2016.