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

First Foundation 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 Q4	–	Sell	-10,000	Closed	-$59K	–	442
2023 Q3	$59K	Hold	10,000	–	–	﹤0.01%	414
2023 Q2	$54.6K	Hold	10,000	–	–	﹤0.01%	411
2023 Q1	$53.5K	Hold	10,000	–	–	﹤0.01%	388
2022 Q4	$52.7K	Hold	10,000	–	–	﹤0.01%	395
2022 Q3	$53K	Hold	10,000	–	–	﹤0.01%	378
2022 Q2	$55K	Buy	+10,000	New	+$58.6K	﹤0.01%	396

Other funds holding EVF

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

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

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

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

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

VEA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Foundation Advisors's EVF Position: Q4 2023 in Review

First Foundation Advisors sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2023, closing a stake of 10,000 shares — an estimated $59K sold.

First Foundation Advisors first reported a position in EVF in Q2 2022 and held it in 6 quarters. The position peaked at $59K in Q3 2023. 41 funds tracked by Wall St. Rank hold EVF as of Q4 2023.

First Foundation Advisors reported no remaining Eaton Vance Senior Income Trust position as of Q4 2023 after selling out during the quarter.
First Foundation Advisors sold 10,000 Eaton Vance Senior Income Trust shares in Q4 2023, an estimated $59K.
First Foundation Advisors first reported a position in Eaton Vance Senior Income Trust in Q2 2022 and held it in 6 quarters.
First Foundation Advisors's Eaton Vance Senior Income Trust position peaked at $59K in Q3 2023.
41 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.