OIA
EVF

Optimum Investment Advisors’s Eaton Vance Senior Income Trust EVF Stock Holding History

Optimum Investment 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
2021
Q2 		– Sell
-6,500
Closed -$43K – 925
2021
Q1 		$43K Hold
6,500
– – 0.01% 530
2020
Q4 		$41K Hold
6,500
– – 0.01% 510
2020
Q3 		$38K Hold
6,500
– – 0.01% 491
2020
Q2 		$35K Hold
6,500
– – 0.01% 502
2020
Q1 		$30K Sell
6,500
-2,500
-28% -$14.8K 0.01% 497
2019
Q4 		$58K Hold
9,000
– – 0.02% 488
2019
Q3 		$55K Hold
9,000
– – 0.02% 498
2019
Q2 		$56K Buy
9,000
+6,500
+260% +$40.5K 0.02% 484
2019
Q1 		$15K Buy
+2,500
New +$15.3K ﹤0.01% 736
2018
Q3 		– Sell
-200
Closed -$1K – 1051
2018
Q2 		$1K Hold
200
– – ﹤0.01% 1029
2018
Q1 		$1K Buy
+200
New +$1.31K ﹤0.01% 981

Other funds holding EVF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Optimum Investment Advisors's EVF Position: Q2 2021 in Review

Optimum Investment Advisors sold out of Eaton Vance Senior Income Trust (EVF) in Q2 2021, closing a stake of 6,500 shares — an estimated $43K sold.

Optimum Investment Advisors first reported a position in EVF in Q1 2018 and held it in 11 quarters. The position peaked at $58K in Q4 2019. 60 funds tracked by Wall St. Rank hold EVF as of Q2 2021.

  • Optimum Investment Advisors reported no remaining Eaton Vance Senior Income Trust position as of Q2 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 6,500 Eaton Vance Senior Income Trust shares in Q2 2021, an estimated $43K.
  • Optimum Investment Advisors first reported a position in Eaton Vance Senior Income Trust in Q1 2018 and held it in 11 quarters.
  • Optimum Investment Advisors's Eaton Vance Senior Income Trust position peaked at $58K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.