SWM
EVF

Spire Wealth Management’s Eaton Vance Senior Income Trust EVF Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-7,320
Closed -$50K – 2591
2021
Q2 		$50K Buy
7,320
+32
+0.4% +$215 ﹤0.01% 1483
2021
Q1 		$48K Buy
+7,288
New +$48K ﹤0.01% 1741

Other funds holding EVF

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $420M AUM 28.1% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Spire Wealth Management's EVF Position: Q3 2021 in Review

Spire Wealth Management sold out of Eaton Vance Senior Income Trust (EVF) in Q3 2021, closing a stake of 7,320 shares — an estimated $50K sold.

Spire Wealth Management first reported a position in EVF in Q1 2021 and held it in 2 quarters. The position peaked at $50K in Q2 2021. 40 funds tracked by Wall St. Rank hold EVF as of Q3 2021.

  • Spire Wealth Management reported no remaining Eaton Vance Senior Income Trust position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 7,320 Eaton Vance Senior Income Trust shares in Q3 2021, an estimated $50K.
  • Spire Wealth Management first reported a position in Eaton Vance Senior Income Trust in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Eaton Vance Senior Income Trust position peaked at $50K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.