MAFM
EVF

Mid Atlantic Financial Management’s Eaton Vance Senior Income Trust EVF Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$81K Sell
11,500
-5,600
-33% -$38.3K 0.01% 891
2021
Q2 		$116K Buy
17,100
+5,300
+45% +$35.6K 0.01% 894
2021
Q1 		$78K Buy
11,800
+200
+2% +$1.32K 0.01% 834
2020
Q4 		$74K Buy
11,600
+1,000
+9% +$6.14K 0.01% 779
2020
Q3 		$65K Sell
10,600
-3,300
-24% -$18.9K 0.01% 728
2020
Q2 		$74K Buy
13,900
+500
+4% +$2.56K 0.01% 709
2020
Q1 		$62K Buy
+13,400
New +$79.6K 0.01% 651

Other funds holding EVF

ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Mid Atlantic Financial Management's EVF Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Eaton Vance Senior Income Trust (EVF) stake by 33% in Q3 2021, selling an estimated $38.3K and leaving 11,500 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #891.

Mid Atlantic Financial Management first reported a position in EVF in Q1 2020 and has held it in 7 quarters since. The position peaked at $116K in Q2 2021. 40 funds tracked by Wall St. Rank hold EVF as of Q3 2021.

  • Mid Atlantic Financial Management held 11,500 shares of Eaton Vance Senior Income Trust worth $81K as of Q3 2021.
  • Mid Atlantic Financial Management sold 5,600 Eaton Vance Senior Income Trust shares in Q3 2021, an estimated $38.3K.
  • Eaton Vance Senior Income Trust made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #891 holding.
  • Mid Atlantic Financial Management first reported a position in Eaton Vance Senior Income Trust in Q1 2020 and has held it in 7 quarters since.
  • Mid Atlantic Financial Management's Eaton Vance Senior Income Trust position peaked at $116K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.