EWA
EVF

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

EverSource Wealth 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
2023
Q3 		– Sell
-59
Closed -$320 – 2554
2023
Q2 		$320 Hold
59
– – ﹤0.01% 2393
2023
Q1 		$314 Buy
+59
New +$325 ﹤0.01% 2286

Other funds holding EVF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
Ameriprise
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EverSource Wealth Advisors's EVF Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Eaton Vance Senior Income Trust (EVF) in Q3 2023, closing a stake of 59 shares — an estimated $320 sold.

EverSource Wealth Advisors first reported a position in EVF in Q1 2023 and held it in 2 quarters. The position peaked at $320 in Q2 2023. 56 funds tracked by Wall St. Rank hold EVF as of Q3 2023.

  • EverSource Wealth Advisors reported no remaining Eaton Vance Senior Income Trust position as of Q3 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 59 Eaton Vance Senior Income Trust shares in Q3 2023, an estimated $320.
  • EverSource Wealth Advisors first reported a position in Eaton Vance Senior Income Trust in Q1 2023 and held it in 2 quarters.
  • EverSource Wealth Advisors's Eaton Vance Senior Income Trust position peaked at $320 in Q2 2023.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.