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

Valeo 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
2021 Q2	–	Sell	-1,000	Closed	-$7K	–	917
2021 Q1	$7K	Hold	1,000	–	–	﹤0.01%	1446
2020 Q4	$6K	Hold	1,000	–	–	﹤0.01%	1323
2020 Q3	$6K	Hold	1,000	–	–	﹤0.01%	1207
2020 Q2	$5K	Hold	1,000	–	–	﹤0.01%	1514
2020 Q1	$5K	Hold	1,000	–	–	﹤0.01%	1296
2019 Q4	$6K	Hold	1,000	–	–	﹤0.01%	1229
2019 Q3	$6K	Hold	1,000	–	–	﹤0.01%	1150
2019 Q2	$6K	Hold	1,000	–	–	﹤0.01%	1147
2019 Q1	$6K	Hold	1,000	–	–	﹤0.01%	1094
2018 Q4	$6K	Hold	1,000	–	–	﹤0.01%	1008
2018 Q3	$6K	Hold	1,000	–	–	﹤0.01%	1120
2018 Q2	$6K	Buy	+1,000	New	+$6.64K	﹤0.01%	1080

Other funds holding EVF

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

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

Valeo Financial Advisors's EVF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Eaton Vance Senior Income Trust (EVF) in Q2 2021, closing a stake of 1,000 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in EVF in Q2 2018 and held it in 12 quarters. The position peaked at $7K in Q1 2021. 60 funds tracked by Wall St. Rank hold EVF as of Q2 2021.

Valeo Financial Advisors reported no remaining Eaton Vance Senior Income Trust position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,000 Eaton Vance Senior Income Trust shares in Q2 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in Eaton Vance Senior Income Trust in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's Eaton Vance Senior Income Trust position peaked at $7K in Q1 2021.
60 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.