FM
EVF

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 $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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 $330M AUM 11.54% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 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.