MWM
EVF

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

Merriman 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
2014
Q1 		– Sell
-56,699
Closed -$392K – 53
2013
Q4 		$392K Buy
+56,699
New +$396K 0.17% 59

Other funds holding EVF

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Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SAM
Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Merriman Wealth Management's EVF Position: Q1 2014 in Review

Merriman Wealth Management sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2014, closing a stake of 56,699 shares — an estimated $392K sold.

Merriman Wealth Management first reported a position in EVF in Q4 2013 and held it in 1 quarter. The position peaked at $392K in Q4 2013. 51 funds tracked by Wall St. Rank hold EVF as of Q1 2014.

  • Merriman Wealth Management reported no remaining Eaton Vance Senior Income Trust position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 56,699 Eaton Vance Senior Income Trust shares in Q1 2014, an estimated $392K.
  • Merriman Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's Eaton Vance Senior Income Trust position peaked at $392K in Q4 2013.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.