VAG
EVF

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

VisionPoint 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
2024
Q3 		– Sell
-750
Closed -$4.75K – 408
2024
Q2 		$4.75K Hold
750
– – ﹤0.01% 563
2024
Q1 		$4.77K Hold
750
– – ﹤0.01% 550
2023
Q4 		$4.73K Hold
750
– – ﹤0.01% 498
2023
Q3 		$4.42K Hold
750
– – ﹤0.01% 510
2023
Q2 		$4.09K Buy
+750
New +$3.98K ﹤0.01% 462

Other funds holding EVF

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

VisionPoint Advisory Group's EVF Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Eaton Vance Senior Income Trust (EVF) in Q3 2024, closing a stake of 750 shares — an estimated $4.75K sold.

VisionPoint Advisory Group first reported a position in EVF in Q2 2023 and held it in 5 quarters. The position peaked at $4.77K in Q1 2024. 41 funds tracked by Wall St. Rank hold EVF as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Eaton Vance Senior Income Trust position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 750 Eaton Vance Senior Income Trust shares in Q3 2024, an estimated $4.75K.
  • VisionPoint Advisory Group first reported a position in Eaton Vance Senior Income Trust in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Eaton Vance Senior Income Trust position peaked at $4.77K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.