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

Family 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
2021 Q1	–	Sell	-65,789	Closed	-$418K	–	168
2020 Q4	$418K	Buy	+65,789	New	+$404K	0.14%	102

Other funds holding EVF

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Family Management's EVF Position: Q1 2021 in Review

Family Management sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2021, closing a stake of 65,789 shares — an estimated $418K sold.

Family Management first reported a position in EVF in Q4 2020 and held it in 1 quarter. The position peaked at $418K in Q4 2020. 62 funds tracked by Wall St. Rank hold EVF as of Q1 2021.

Family Management reported no remaining Eaton Vance Senior Income Trust position as of Q1 2021 after selling out during the quarter.
Family Management sold 65,789 Eaton Vance Senior Income Trust shares in Q1 2021, an estimated $418K.
Family Management first reported a position in Eaton Vance Senior Income Trust in Q4 2020 and held it in 1 quarter.
Family Management's Eaton Vance Senior Income Trust position peaked at $418K in Q4 2020.
62 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2021.

Based on Family Management's 13F filing for Q1 2021, filed 14 May 2021.