Harbour Investments’s Eaton Vance Senior Income Trust EVF Stock Holding History

Harbour Investments’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 Q2	–	Sell	-1,100	Closed	-$5.88K	–	3052
2023 Q1	$5.88K	Hold	1,100	–	–	﹤0.01%	2218
2022 Q4	$5.8K	Sell	1,100 -500	-31%	-$2.67K	﹤0.01%	2169
2022 Q3	$9K	Hold	1,600	–	–	﹤0.01%	1964
2022 Q2	$9K	Buy	+1,600	New	+$9.37K	﹤0.01%	1964
2021 Q4	$11K	Hold	1,600	–	–	﹤0.01%	1880
2021 Q3	$11K	Hold	1,600	–	–	﹤0.01%	2605
2021 Q2	$11K	Sell	1,600 -10,000	-86%	-$67.2K	﹤0.01%	2666
2021 Q1	$77K	Buy	+11,600	New	+$76.4K	﹤0.01%	1435

Other funds holding EVF

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

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

Harbour Investments's EVF Position: Q2 2023 in Review

Harbour Investments sold out of Eaton Vance Senior Income Trust (EVF) in Q2 2023, closing a stake of 1,100 shares — an estimated $5.88K sold.

Harbour Investments first reported a position in EVF in Q1 2021 and held it in 8 quarters. The position peaked at $77K in Q1 2021. 59 funds tracked by Wall St. Rank hold EVF as of Q2 2023.

Harbour Investments reported no remaining Eaton Vance Senior Income Trust position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 1,100 Eaton Vance Senior Income Trust shares in Q2 2023, an estimated $5.88K.
Harbour Investments first reported a position in Eaton Vance Senior Income Trust in Q1 2021 and held it in 8 quarters.
Harbour Investments's Eaton Vance Senior Income Trust position peaked at $77K in Q1 2021.
59 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.