BAM
EVF

Belpointe Asset Management’s Eaton Vance Senior Income Trust EVF Stock Holding History

Belpointe Asset 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
2018
Q4 		– Sell
-22,537
Closed -$145K – 538
2018
Q3 		$145K Buy
22,537
+3,993
+22% +$25.7K 0.02% 539
2018
Q2 		$118K Buy
18,544
+484
+3% +$3.21K 0.03% 334
2018
Q1 		$123K Buy
+18,060
New +$118K 0.04% 331

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RCM
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SAM
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ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Belpointe Asset Management's EVF Position: Q4 2018 in Review

Belpointe Asset Management sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2018, closing a stake of 22,537 shares — an estimated $145K sold.

Belpointe Asset Management first reported a position in EVF in Q1 2018 and held it in 3 quarters. The position peaked at $145K in Q3 2018. 72 funds tracked by Wall St. Rank hold EVF as of Q4 2018.

  • Belpointe Asset Management reported no remaining Eaton Vance Senior Income Trust position as of Q4 2018 after selling out during the quarter.
  • Belpointe Asset Management sold 22,537 Eaton Vance Senior Income Trust shares in Q4 2018, an estimated $145K.
  • Belpointe Asset Management first reported a position in Eaton Vance Senior Income Trust in Q1 2018 and held it in 3 quarters.
  • Belpointe Asset Management's Eaton Vance Senior Income Trust position peaked at $145K in Q3 2018.
  • 72 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2018.

Based on Belpointe Asset Management's 13F filing for Q4 2018, filed 6 Mar 2019.