NFG
EVF

Next Financial Group’s Eaton Vance Senior Income Trust EVF Stock Holding History

Next Financial Group’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
-10,000
Closed -$67K – 1988
2016
Q4 		$67K Hold
10,000
– – 0.01% 833
2016
Q3 		$64K Buy
+10,000
New +$62.2K 0.01% 841
2014
Q3 		– Sell
-3,400
Closed -$22K – 2519
2014
Q2 		$22K Buy
+3,400
New +$23.2K 0.01% 567

Other funds holding EVF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Next Financial Group's EVF Position: Q1 2017 in Review

Next Financial Group sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2017, closing a stake of 10,000 shares — an estimated $67K sold.

Next Financial Group first reported a position in EVF in Q2 2014 and held it in 3 quarters. The position peaked at $67K in Q4 2016. 46 funds tracked by Wall St. Rank hold EVF as of Q1 2017.

  • Next Financial Group reported no remaining Eaton Vance Senior Income Trust position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 10,000 Eaton Vance Senior Income Trust shares in Q1 2017, an estimated $67K.
  • Next Financial Group first reported a position in Eaton Vance Senior Income Trust in Q2 2014 and held it in 3 quarters.
  • Next Financial Group's Eaton Vance Senior Income Trust position peaked at $67K in Q4 2016.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.