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

Institute for 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
2023 Q4	–	Sell	-10,500	Closed	-$62K	–	487
2023 Q3	$62K	Hold	10,500	–	–	0.01%	451
2023 Q2	$57.3K	Hold	10,500	–	–	0.01%	460
2023 Q1	$56.2K	Hold	10,500	–	–	0.01%	445
2022 Q4	$55.3K	Hold	10,500	–	–	0.01%	448
2022 Q3	$55K	Hold	10,500	–	–	0.01%	442
2022 Q2	$57K	Sell	10,500 -6,000	-36%	-$35.1K	0.01%	527
2022 Q1	$105K	Hold	16,500	–	–	0.02%	528
2021 Q4	$111K	Hold	16,500	–	–	0.02%	482
2021 Q3	$116K	Hold	16,500	–	–	0.02%	473
2021 Q2	$112K	Hold	16,500	–	–	0.02%	479
2021 Q1	$109K	Hold	16,500	–	–	0.02%	462
2020 Q4	$105K	Hold	16,500	–	–	0.02%	441
2020 Q3	$97K	Sell	16,500 -1,000	-6%	-$5.72K	0.02%	412
2020 Q2	$93K	Hold	17,500	–	–	0.02%	419
2020 Q1	$81K	Hold	17,500	–	–	0.03%	394
2019 Q4	$112K	Hold	17,500	–	–	0.03%	464
2019 Q3	$107K	Sell	17,500 -4,000	-19%	-$24.7K	0.03%	411
2019 Q2	$134K	Sell	21,500 -5,200	-19%	-$32.4K	0.03%	456
2019 Q1	$164K	Sell	26,700 -13,600	-34%	-$83.4K	0.04%	423
2018 Q4	$242K	Sell	40,300 -2,800	-6%	-$17.3K	0.1%	220
2018 Q3	$278K	Hold	43,100	–	–	0.09%	192
2018 Q2	$278K	Sell	43,100 -1,100	-2%	-$7.3K	0.09%	198
2018 Q1	$285K	Sell	44,200 -1,400	-3%	-$9.14K	0.08%	236
2017 Q4	$297K	Hold	45,600	–	–	0.07%	307
2017 Q3	$302K	Hold	45,600	–	–	0.1%	227
2017 Q2	$305K	Buy	+45,600	New	+$308K	0.08%	306

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

Institute for Wealth Management's EVF Position: Q4 2023 in Review

Institute for Wealth Management sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2023, closing a stake of 10,500 shares — an estimated $62K sold.

Institute for Wealth Management first reported a position in EVF in Q2 2017 and held it in 26 quarters. The position peaked at $305K in Q2 2017. 41 funds tracked by Wall St. Rank hold EVF as of Q4 2023.

Institute for Wealth Management reported no remaining Eaton Vance Senior Income Trust position as of Q4 2023 after selling out during the quarter.
Institute for Wealth Management sold 10,500 Eaton Vance Senior Income Trust shares in Q4 2023, an estimated $62K.
Institute for Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q2 2017 and held it in 26 quarters.
Institute for Wealth Management's Eaton Vance Senior Income Trust position peaked at $305K in Q2 2017.
41 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2023.

Based on Institute for Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.