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

Concert 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
2017 Q2	–	Sell	-39,200	Closed	-$263K	–	236
2017 Q1	$263K	Hold	39,200	–	–	0.06%	383
2016 Q4	$263K	Hold	39,200	–	–	0.06%	385
2016 Q3	$252K	Hold	39,200	–	–	0.03%	551
2016 Q2	$235K	Sell	39,200 -2,056	-5%	-$12.2K	0.03%	548
2016 Q1	$239K	Buy	41,256 +2,056	+5%	+$11.4K	0.03%	539
2015 Q4	$227K	Hold	39,200	–	–	0.03%	559
2015 Q3	$230K	Buy	+39,200	New	+$241K	0.03%	568

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

Concert Wealth Management's EVF Position: Q2 2017 in Review

Concert Wealth Management sold out of Eaton Vance Senior Income Trust (EVF) in Q2 2017, closing a stake of 39,200 shares — an estimated $263K sold.

Concert Wealth Management first reported a position in EVF in Q3 2015 and held it in 7 quarters. The position peaked at $263K in Q1 2017. 51 funds tracked by Wall St. Rank hold EVF as of Q2 2017.

Concert Wealth Management reported no remaining Eaton Vance Senior Income Trust position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 39,200 Eaton Vance Senior Income Trust shares in Q2 2017, an estimated $263K.
Concert Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q3 2015 and held it in 7 quarters.
Concert Wealth Management's Eaton Vance Senior Income Trust position peaked at $263K in Q1 2017.
51 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.