GWM
EVF

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

Greenwich Wealth 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
2022
Q1 		– Sell
-41,783
Closed -$282K – 241
2021
Q4 		$282K Buy
41,783
+200
+0.5% +$1.38K 0.02% 198
2021
Q3 		$293K Buy
41,583
+199
+0.5% +$1.36K 0.02% 194
2021
Q2 		$281K Sell
41,384
-3,725
-8% -$25K 0.02% 182
2021
Q1 		$299K Sell
45,109
-223
-0.5% -$1.47K 0.02% 168
2020
Q4 		$288K Buy
45,332
+238
+0.5% +$1.46K 0.03% 155
2020
Q3 		$265K Sell
45,094
-2,284
-5% -$13.1K 0.05% 157
2020
Q2 		$253K Sell
47,378
-14,569
-24% -$74.7K 0.05% 154
2020
Q1 		$286K Sell
61,947
-39,137
-39% -$232K 0.06% 134
2019
Q4 		$648K Sell
101,084
-437
-0.4% -$2.72K 0.13% 108
2019
Q3 		$621K Buy
101,521
+281
+0.3% +$1.74K 0.12% 110
2019
Q2 		$631K Sell
101,240
-197
-0.2% -$1.23K 0.11% 107
2019
Q1 		$624K Sell
101,437
-2,852
-3% -$17.5K 0.11% 104
2018
Q4 		$626K Sell
104,289
-925
-0.9% -$5.72K 0.12% 98
2018
Q3 		$679K Buy
+105,214
New +$677K 0.12% 103

Other funds holding EVF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $420M AUM 28.1% 1-Year Est. Return

Greenwich Wealth Management's EVF Position: Q1 2022 in Review

Greenwich Wealth Management sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2022, closing a stake of 41,783 shares — an estimated $282K sold.

Greenwich Wealth Management first reported a position in EVF in Q3 2018 and held it in 14 quarters. The position peaked at $679K in Q3 2018. 41 funds tracked by Wall St. Rank hold EVF as of Q1 2022.

  • Greenwich Wealth Management reported no remaining Eaton Vance Senior Income Trust position as of Q1 2022 after selling out during the quarter.
  • Greenwich Wealth Management sold 41,783 Eaton Vance Senior Income Trust shares in Q1 2022, an estimated $282K.
  • Greenwich Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q3 2018 and held it in 14 quarters.
  • Greenwich Wealth Management's Eaton Vance Senior Income Trust position peaked at $679K in Q3 2018.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2022.

Based on Greenwich Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.