CoreCap Advisors’s Eaton Vance Senior Income Trust EVF Stock Holding History

CoreCap Advisors’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 Q4	–	Sell	-1,800	Closed	-$11.1K	–	2892
2024 Q3	$11.1K	Sell	1,800 -1,600	-47%	-$10K	﹤0.01%	1764
2024 Q2	$21.6K	Buy	3,400 +1,600	+89%	+$10.2K	﹤0.01%	871
2024 Q1	$11.4K	Buy	+1,800	New	+$11.6K	﹤0.01%	1704
2022 Q1	–	Sell	-7,300	Closed	-$49K	–	1006
2021 Q4	$49K	Buy	+7,300	New	+$50.3K	﹤0.01%	1004

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

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

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

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

VEA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CoreCap Advisors's EVF Position: Q4 2024 in Review

CoreCap Advisors sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2024, closing a stake of 1,800 shares — an estimated $11.1K sold.

CoreCap Advisors first reported a position in EVF in Q4 2021 and held it in 4 quarters. The position peaked at $49K in Q4 2021. 36 funds tracked by Wall St. Rank hold EVF as of Q4 2024.

CoreCap Advisors reported no remaining Eaton Vance Senior Income Trust position as of Q4 2024 after selling out during the quarter.
CoreCap Advisors sold 1,800 Eaton Vance Senior Income Trust shares in Q4 2024, an estimated $11.1K.
CoreCap Advisors first reported a position in Eaton Vance Senior Income Trust in Q4 2021 and held it in 4 quarters.
CoreCap Advisors's Eaton Vance Senior Income Trust position peaked at $49K in Q4 2021.
36 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2024.

Based on CoreCap Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.