PFO
EVF

Pathstone Family Office’s Eaton Vance Senior Income Trust EVF Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-13
Closed – – 879
2020
Q4 		$0 Hold
13
– – ﹤0.01% 1197
2020
Q3 		$0 Sell
13
-13
-50% -$74 ﹤0.01% 858
2020
Q2 		$0 Buy
+26
New +$133 ﹤0.01% 795

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
NCM
Next Capital Management New York $330M AUM 11.54% 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

Pathstone Family Office's EVF Position: Q1 2021 in Review

Pathstone Family Office sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2021, closing a stake of 13 shares.

Pathstone Family Office first reported a position in EVF in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 62 funds tracked by Wall St. Rank hold EVF as of Q1 2021.

  • Pathstone Family Office reported no remaining Eaton Vance Senior Income Trust position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 13 Eaton Vance Senior Income Trust shares in Q1 2021.
  • Pathstone Family Office first reported a position in Eaton Vance Senior Income Trust in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Eaton Vance Senior Income Trust position peaked at $0 in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.