Advocacy Wealth Management Services’s Eaton Vance Senior Income Trust EVF Stock Holding History

Advocacy Wealth Management Services’s Portfolio EVF Stock Details EVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-4,500	Closed	-$31K	–	285
2017 Q1	$31K	Hold	4,500	–	–	0.01%	111
2016 Q4	$30K	Hold	4,500	–	–	0.01%	109
2016 Q3	$29K	Hold	4,500	–	–	0.01%	152
2016 Q2	$27K	Hold	4,500	–	–	0.01%	198
2016 Q1	$26K	Hold	4,500	–	–	0.02%	259
2015 Q4	$26K	Buy	+4,500	New	+$26.7K	0.03%	240

Other funds holding EVF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SAM

Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advocacy Wealth Management Services's EVF Position: Q2 2017 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Senior Income Trust (EVF) in Q2 2017, closing a stake of 4,500 shares — an estimated $31K sold.

Advocacy Wealth Management Services first reported a position in EVF in Q4 2015 and held it in 6 quarters. The position peaked at $31K in Q1 2017. 51 funds tracked by Wall St. Rank hold EVF as of Q2 2017.

Advocacy Wealth Management Services reported no remaining Eaton Vance Senior Income Trust position as of Q2 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 4,500 Eaton Vance Senior Income Trust shares in Q2 2017, an estimated $31K.
Advocacy Wealth Management Services first reported a position in Eaton Vance Senior Income Trust in Q4 2015 and held it in 6 quarters.
Advocacy Wealth Management Services's Eaton Vance Senior Income Trust position peaked at $31K in Q1 2017.
51 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.