PAG
EVF

Pinnacle Advisory Group’s Eaton Vance Senior Income Trust EVF Stock Holding History

Pinnacle Advisory 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
2019
Q3 		– Sell
-11,060
Closed -$69K – 162
2019
Q2 		$69K Hold
11,060
– – ﹤0.01% 166
2019
Q1 		$68K Hold
11,060
– – ﹤0.01% 167
2018
Q4 		$66K Hold
11,060
– – ﹤0.01% 151
2018
Q3 		$71K Hold
11,060
– – ﹤0.01% 160
2018
Q2 		$71K Sell
11,060
-333
-3% -$2.21K ﹤0.01% 142
2018
Q1 		$78K Buy
+11,393
New +$74.4K ﹤0.01% 185

Other funds holding EVF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Advisory Group's EVF Position: Q3 2019 in Review

Pinnacle Advisory Group sold out of Eaton Vance Senior Income Trust (EVF) in Q3 2019, closing a stake of 11,060 shares — an estimated $69K sold.

Pinnacle Advisory Group first reported a position in EVF in Q1 2018 and held it in 6 quarters. The position peaked at $78K in Q1 2018. 69 funds tracked by Wall St. Rank hold EVF as of Q3 2019.

  • Pinnacle Advisory Group reported no remaining Eaton Vance Senior Income Trust position as of Q3 2019 after selling out during the quarter.
  • Pinnacle Advisory Group sold 11,060 Eaton Vance Senior Income Trust shares in Q3 2019, an estimated $69K.
  • Pinnacle Advisory Group first reported a position in Eaton Vance Senior Income Trust in Q1 2018 and held it in 6 quarters.
  • Pinnacle Advisory Group's Eaton Vance Senior Income Trust position peaked at $78K in Q1 2018.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2019.

Based on Pinnacle Advisory Group's 13F filing for Q3 2019, filed 17 Oct 2019.