PTC
EVF

Private Trust Company’s Eaton Vance Senior Income Trust EVF Stock Holding History

Private Trust Company’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
2023
Q4 		– Sell
-3,000
Closed -$17.7K – 2336
2023
Q3 		$17.7K Hold
3,000
– – ﹤0.01% 1401
2023
Q2 		$16.4K Hold
3,000
– – ﹤0.01% 1438
2023
Q1 		$16.1K Hold
3,000
– – ﹤0.01% 1414
2022
Q4 		$16K Hold
3,000
– – ﹤0.01% 1380
2022
Q3 		$16K Hold
3,000
– – ﹤0.01% 1272
2022
Q2 		$16K Buy
+3,000
New +$17.6K ﹤0.01% 1308

Other funds holding EVF

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GC
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Cambridge Investment Research Advisors
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Trust Company's EVF Position: Q4 2023 in Review

Private Trust Company sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2023, closing a stake of 3,000 shares — an estimated $17.7K sold.

Private Trust Company first reported a position in EVF in Q2 2022 and held it in 6 quarters. The position peaked at $17.7K in Q3 2023. 41 funds tracked by Wall St. Rank hold EVF as of Q4 2023.

  • Private Trust Company reported no remaining Eaton Vance Senior Income Trust position as of Q4 2023 after selling out during the quarter.
  • Private Trust Company sold 3,000 Eaton Vance Senior Income Trust shares in Q4 2023, an estimated $17.7K.
  • Private Trust Company first reported a position in Eaton Vance Senior Income Trust in Q2 2022 and held it in 6 quarters.
  • Private Trust Company's Eaton Vance Senior Income Trust position peaked at $17.7K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2023.

Based on Private Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.