BW
EVF

Boaz Weinstein’s Eaton Vance Senior Income Trust EVF Stock Holding History

Boaz Weinstein’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
2021
Q3 		– Sell
-8,043,774
Closed -$54.7M – 529
2021
Q2 		$54.7M Hold
8,043,774
– – 1.57% 11
2021
Q1 		$53.3M Hold
8,043,774
– – 1.71% 10
2020
Q4 		$51.2M Hold
8,043,774
– – 2.1% 10
2020
Q3 		$47.2M Buy
8,043,774
+2,034,077
+34% +$11.6M 1.96% 14
2020
Q2 		$32M Buy
6,009,697
+3,334,982
+125% +$17.1M 1.4% 20
2020
Q1 		$12.3M Sell
2,674,715
-173,754
-6% -$1.03M 0.65% 39
2019
Q4 		$18.3M Sell
2,848,469
-88,672
-3% -$552K 0.87% 32
2019
Q3 		$18M Sell
2,937,141
-36,046
-1% -$223K 0.83% 31
2019
Q2 		$18.5M Buy
2,973,187
+1,331,229
+81% +$8.3M 0.79% 27
2019
Q1 		$10.1M Buy
1,641,958
+380,898
+30% +$2.34M 0.44% 44
2018
Q4 		$7.57M Buy
+1,261,060
New +$7.8M 0.27% 53
2018
Q2 		– Sell
-51,274
Closed -$349K – 106
2018
Q1 		$349K Sell
51,274
-131,555
-72% -$859K 0.02% 117
2017
Q4 		$1.19M Buy
+182,829
New +$1.19M 0.09% 88
2016
Q3 		– Sell
-70,749
Closed -$425K – 97
2016
Q2 		$425K Sell
70,749
-22,299
-24% -$132K 0.04% 83
2016
Q1 		$539K Buy
+93,048
New +$514K 0.05% 86
2014
Q4 		– Sell
-11,161
Closed -$73K – 160
2014
Q3 		$73K Sell
11,161
-1,847
-14% -$12.3K ﹤0.01% 181
2014
Q2 		$89K Buy
+13,008
New +$88.6K ﹤0.01% 195

Other funds holding EVF

ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Boaz Weinstein's EVF Position: Q3 2021 in Review

Boaz Weinstein sold out of Eaton Vance Senior Income Trust (EVF) in Q3 2021, closing a stake of 8,043,774 shares — an estimated $54.7M sold.

Boaz Weinstein first reported a position in EVF in Q2 2014 and held it in 17 quarters. The position peaked at $54.7M in Q2 2021. 40 funds tracked by Wall St. Rank hold EVF as of Q3 2021.

  • Boaz Weinstein reported no remaining Eaton Vance Senior Income Trust position as of Q3 2021 after selling out during the quarter.
  • Boaz Weinstein sold 8,043,774 Eaton Vance Senior Income Trust shares in Q3 2021, an estimated $54.7M.
  • Boaz Weinstein first reported a position in Eaton Vance Senior Income Trust in Q2 2014 and held it in 17 quarters.
  • Boaz Weinstein's Eaton Vance Senior Income Trust position peaked at $54.7M in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2021.

Based on Saba Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.