Concord Wealth Partners’s Eaton Vance Senior Income Trust EVF Stock Holding History

Concord Wealth Partners’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
2024 Q2	–	Sell	-3,000	Closed	-$19.1K	–	870
2024 Q1	$19.1K	Hold	3,000	–	–	﹤0.01%	491
2023 Q4	$18.9K	Hold	3,000	–	–	﹤0.01%	486
2023 Q3	$17.7K	Hold	3,000	–	–	﹤0.01%	528
2023 Q2	$16.4K	Hold	3,000	–	–	﹤0.01%	535
2023 Q1	$16.1K	Hold	3,000	–	–	﹤0.01%	522
2022 Q4	$15.8K	Buy	+3,000	New	+$16K	﹤0.01%	567
2022 Q3	–	Sell	-3,000	Closed	-$16K	–	458
2022 Q2	$16K	Hold	3,000	–	–	﹤0.01%	591
2022 Q1	$19K	Hold	3,000	–	–	﹤0.01%	640
2021 Q4	$20K	Hold	3,000	–	–	﹤0.01%	643
2021 Q3	$21K	Hold	3,000	–	–	0.01%	366
2021 Q2	$20K	Hold	3,000	–	–	0.01%	501
2021 Q1	$20K	Hold	3,000	–	–	0.01%	474
2020 Q4	$19K	Buy	+3,000	New	+$18.4K	0.01%	313

Other funds holding EVF

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

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

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

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

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

VEA

Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Concord Wealth Partners's EVF Position: Q2 2024 in Review

Concord Wealth Partners sold out of Eaton Vance Senior Income Trust (EVF) in Q2 2024, closing a stake of 3,000 shares — an estimated $19.1K sold.

Concord Wealth Partners first reported a position in EVF in Q4 2020 and held it in 13 quarters. The position peaked at $21K in Q3 2021. 42 funds tracked by Wall St. Rank hold EVF as of Q2 2024.

Concord Wealth Partners reported no remaining Eaton Vance Senior Income Trust position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 3,000 Eaton Vance Senior Income Trust shares in Q2 2024, an estimated $19.1K.
Concord Wealth Partners first reported a position in Eaton Vance Senior Income Trust in Q4 2020 and held it in 13 quarters.
Concord Wealth Partners's Eaton Vance Senior Income Trust position peaked at $21K in Q3 2021.
42 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.