SAG
EVF

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

SageView 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
2023
Q4 		– Sell
-11,500
Closed -$67.8K – 678
2023
Q3 		$67.8K Hold
11,500
– – ﹤0.01% 521
2023
Q2 		$62.8K Buy
+11,500
New +$61.1K ﹤0.01% 541

Other funds holding EVF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
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

SageView Advisory Group's EVF Position: Q4 2023 in Review

SageView Advisory Group sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2023, closing a stake of 11,500 shares — an estimated $67.8K sold.

SageView Advisory Group first reported a position in EVF in Q2 2023 and held it in 2 quarters. The position peaked at $67.8K in Q3 2023. 41 funds tracked by Wall St. Rank hold EVF as of Q4 2023.

  • SageView Advisory Group reported no remaining Eaton Vance Senior Income Trust position as of Q4 2023 after selling out during the quarter.
  • SageView Advisory Group sold 11,500 Eaton Vance Senior Income Trust shares in Q4 2023, an estimated $67.8K.
  • SageView Advisory Group first reported a position in Eaton Vance Senior Income Trust in Q2 2023 and held it in 2 quarters.
  • SageView Advisory Group's Eaton Vance Senior Income Trust position peaked at $67.8K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.