Loring Wolcott & Coolidge Fiduciary Advisors’s Eaton Vance Senior Income Trust EVF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017 Q1	–	Sell	-1,876	Closed	-$13K	–	617
2016 Q4	$13K	Buy	+1,876	New	+$12.1K	﹤0.01%	506
2014 Q3	–	Sell	-6,000	Closed	-$41K	–	598
2014 Q2	$41K	Sell	6,000 -22,247	-79%	-$152K	﹤0.01%	450
2014 Q1	$195K	Hold	28,247	–	–	0.01%	267
2013 Q4	$195K	Buy	28,247 +6,000	+27%	+$41.9K	0.01%	260
2013 Q3	$156K	Hold	22,247	–	–	﹤0.01%	265
2013 Q2	$167K	Buy	+22,247	New	+$168K	0.01%	270

Other funds holding EVF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EVF Position: Q1 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2017, closing a stake of 1,876 shares — an estimated $13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EVF in Q2 2013 and held it in 6 quarters. The position peaked at $195K in Q1 2014. 46 funds tracked by Wall St. Rank hold EVF as of Q1 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Eaton Vance Senior Income Trust position as of Q1 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,876 Eaton Vance Senior Income Trust shares in Q1 2017, an estimated $13K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Eaton Vance Senior Income Trust in Q2 2013 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Eaton Vance Senior Income Trust position peaked at $195K in Q1 2014.
46 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2017, filed 15 May 2017.