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

Altium Wealth Management’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
2022 Q2	$204K	Hold	37,336	–	–	0.01%	348
2022 Q1	$237K	Hold	37,336	–	–	0.02%	342
2021 Q4	$252K	Hold	37,336	–	–	0.02%	336
2021 Q3	$263K	Hold	37,336	–	–	0.02%	323
2021 Q2	$254K	Hold	37,336	–	–	0.02%	339
2021 Q1	$248K	Hold	37,336	–	–	0.02%	327
2020 Q4	$237K	Hold	37,336	–	–	0.02%	316
2020 Q3	$219K	Hold	37,336	–	–	0.02%	306
2020 Q2	$199K	Buy	+37,336	New	+$191K	0.02%	307

Other funds holding EVF

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altium Wealth Management's EVF Position: Q2 2022 in Review

Altium Wealth Management held its Eaton Vance Senior Income Trust (EVF) position steady in Q2 2022 at 37,336 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #348.

Altium Wealth Management first reported a position in EVF in Q2 2020 and has held it in 9 quarters since. The position peaked at $263K in Q3 2021. 48 funds tracked by Wall St. Rank hold EVF as of Q2 2022.

Altium Wealth Management held 37,336 shares of Eaton Vance Senior Income Trust worth $204K as of Q2 2022.
Altium Wealth Management left its Eaton Vance Senior Income Trust share count unchanged in Q2 2022.
Eaton Vance Senior Income Trust made up 0.01% of Altium Wealth Management's portfolio in Q2 2022, its #348 holding.
Altium Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q2 2020 and has held it in 9 quarters since.
Altium Wealth Management's Eaton Vance Senior Income Trust position peaked at $263K in Q3 2021.
48 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.