United Capital Financial Advisors’s Eaton Vance Senior Income Trust EVF Stock Holding History

United Capital Financial 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
2015 Q4	–	Sell	-16,740	Closed	-$98K	–	1232
2015 Q3	$98K	Hold	16,740	–	–	﹤0.01%	1209
2015 Q2	$104K	Hold	16,740	–	–	﹤0.01%	1227
2015 Q1	$110K	Hold	16,740	–	–	﹤0.01%	1219
2014 Q4	$104K	Sell	16,740 -3,900	-19%	-$24.8K	﹤0.01%	1137
2014 Q3	$134K	Buy	+20,640	New	+$138K	﹤0.01%	1072
2014 Q2	–	Sell	-20,640	Closed	-$142K	–	834
2014 Q1	$142K	Buy	+20,640	New	+$145K	﹤0.01%	898

Other funds holding EVF

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCC

Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

United Capital Financial Advisors's EVF Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2015, closing a stake of 16,740 shares — an estimated $98K sold.

United Capital Financial Advisors first reported a position in EVF in Q1 2014 and held it in 6 quarters. The position peaked at $142K in Q1 2014. 59 funds tracked by Wall St. Rank hold EVF as of Q4 2015.

United Capital Financial Advisors reported no remaining Eaton Vance Senior Income Trust position as of Q4 2015 after selling out during the quarter.
United Capital Financial Advisors sold 16,740 Eaton Vance Senior Income Trust shares in Q4 2015, an estimated $98K.
United Capital Financial Advisors first reported a position in Eaton Vance Senior Income Trust in Q1 2014 and held it in 6 quarters.
United Capital Financial Advisors's Eaton Vance Senior Income Trust position peaked at $142K in Q1 2014.
59 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.