TA
EVF

Tiedemann Advisors’s Eaton Vance Senior Income Trust EVF Stock Holding History

Tiedemann Advisors’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
Q3 		$109K Hold
18,549
– – ﹤0.01% 267
2023
Q2 		$101K Hold
18,549
– – ﹤0.01% 249
2023
Q1 		$97.4K Buy
+18,549
New +$102K ﹤0.01% 238

Other funds holding EVF

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tiedemann Advisors's EVF Position: Q3 2023 in Review

Tiedemann Advisors held its Eaton Vance Senior Income Trust (EVF) position steady in Q3 2023 at 18,549 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Tiedemann Advisors first reported a position in EVF in Q1 2023 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold EVF as of Q3 2023.

  • Tiedemann Advisors held 18,549 shares of Eaton Vance Senior Income Trust worth $109K as of Q3 2023.
  • Tiedemann Advisors left its Eaton Vance Senior Income Trust share count unchanged in Q3 2023.
  • Eaton Vance Senior Income Trust made up ﹤0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #267 holding.
  • Tiedemann Advisors first reported a position in Eaton Vance Senior Income Trust in Q1 2023 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.