WAM
EVY

Wolverine Asset Management’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Wolverine Asset 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
2020
Q4 		– Sell
-13,787
Closed -$176K – 1999
2020
Q3 		$176K Sell
13,787
-9,804
-42% -$128K ﹤0.01% 1022
2020
Q2 		$297K Buy
23,591
+16,206
+219% +$200K ﹤0.01% 834
2020
Q1 		$91K Buy
+7,385
New +$97.9K ﹤0.01% 1068
2019
Q3 		– Sell
-4,994
Closed -$64K – 1698
2019
Q2 		$64K Sell
4,994
-46,531
-90% -$593K ﹤0.01% 1178
2019
Q1 		$635K Buy
51,525
+16,943
+49% +$204K 0.01% 792
2018
Q4 		$397K Buy
+34,582
New +$394K ﹤0.01% 1095
2018
Q1 		– Sell
-19,199
Closed -$244K – 1771
2017
Q4 		$244K Buy
19,199
+9,952
+108% +$129K ﹤0.01% 1055
2017
Q3 		$121K Sell
9,247
-36,750
-80% -$485K ﹤0.01% 1073
2017
Q2 		$599K Sell
45,997
-1,105
-2% -$14.4K 0.01% 731
2017
Q1 		$604K Buy
47,102
+15,126
+47% +$195K 0.01% 651
2016
Q4 		$416K Buy
+31,976
New +$440K 0.01% 723
2016
Q3 		– Sell
-11,435
Closed -$169K – 1392
2016
Q2 		$169K Buy
+11,435
New +$168K ﹤0.01% 898
2015
Q2 		– Sell
-26,727
Closed -$368K – 2073
2015
Q1 		$368K Buy
26,727
+2,587
+11% +$35.6K 0.01% 706
2014
Q4 		$334K Buy
+24,140
New +$333K 0.01% 775
2014
Q1 		– Sell
-28,708
Closed -$356K – 2878
2013
Q4 		$356K Buy
28,708
+23,269
+428% +$284K 0.01% 905
2013
Q3 		$67K Buy
+5,439
New +$66.8K ﹤0.01% 1615

Other funds holding EVY

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wolverine Asset Management's EVY Position: Q4 2020 in Review

Wolverine Asset Management sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q4 2020, closing a stake of 13,787 shares — an estimated $176K sold.

Wolverine Asset Management first reported a position in EVY in Q3 2013 and held it in 16 quarters. The position peaked at $635K in Q1 2019. 21 funds tracked by Wall St. Rank hold EVY as of Q4 2020.

  • Wolverine Asset Management reported no remaining Eaton Vance New York Municipal Income Trust position as of Q4 2020 after selling out during the quarter.
  • Wolverine Asset Management sold 13,787 Eaton Vance New York Municipal Income Trust shares in Q4 2020, an estimated $176K.
  • Wolverine Asset Management first reported a position in Eaton Vance New York Municipal Income Trust in Q3 2013 and held it in 16 quarters.
  • Wolverine Asset Management's Eaton Vance New York Municipal Income Trust position peaked at $635K in Q1 2019.
  • 21 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q4 2020.

Based on Wolverine Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.