HWM
EVF

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

HighMark 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
-271
Closed -$2K – 521
2021
Q4 		$2K Buy
+271
New +$1.87K ﹤0.01% 444

Other funds holding EVF

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GC
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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

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

HighMark Wealth Management sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2022, closing a stake of 271 shares — an estimated $2K sold.

HighMark Wealth Management first reported a position in EVF in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 41 funds tracked by Wall St. Rank hold EVF as of Q1 2022.

  • HighMark Wealth Management reported no remaining Eaton Vance Senior Income Trust position as of Q1 2022 after selling out during the quarter.
  • HighMark Wealth Management sold 271 Eaton Vance Senior Income Trust shares in Q1 2022, an estimated $2K.
  • HighMark Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q4 2021 and held it in 1 quarter.
  • HighMark Wealth Management's Eaton Vance Senior Income Trust position peaked at $2K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2022.

Based on HighMark Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.