Wagner Wealth Management (South Carolina)’s Eaton Vance Senior Income Trust EVF Stock Holding History

Wagner Wealth Management (South Carolina)’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	-10,817	Closed	-$68.6K	–	243
2024 Q2	$68.6K	Hold	10,817	–	–	0.02%	160
2024 Q1	$68.8K	Hold	10,817	–	–	0.02%	157
2023 Q4	$68.3K	Hold	10,817	–	–	0.02%	153
2023 Q3	$63.8K	Hold	10,817	–	–	0.02%	138
2023 Q2	$59.1K	Hold	10,817	–	–	0.02%	139
2023 Q1	$57.9K	Hold	10,817	–	–	0.03%	142
2022 Q4	$57K	Hold	10,817	–	–	0.04%	150
2022 Q3	$57K	Hold	10,817	–	–	0.04%	191
2022 Q2	$59K	Buy	+10,817	New	+$63.3K	0.05%	185

Other funds holding EVF

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

Wagner Wealth Management (South Carolina)'s EVF Position: Q3 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Eaton Vance Senior Income Trust (EVF) in Q3 2024, closing a stake of 10,817 shares — an estimated $68.6K sold.

Wagner Wealth Management (South Carolina) first reported a position in EVF in Q2 2022 and held it in 9 quarters. The position peaked at $68.8K in Q1 2024. 41 funds tracked by Wall St. Rank hold EVF as of Q3 2024.

Wagner Wealth Management (South Carolina) reported no remaining Eaton Vance Senior Income Trust position as of Q3 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 10,817 Eaton Vance Senior Income Trust shares in Q3 2024, an estimated $68.6K.
Wagner Wealth Management (South Carolina) first reported a position in Eaton Vance Senior Income Trust in Q2 2022 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s Eaton Vance Senior Income Trust position peaked at $68.8K in Q1 2024.
41 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2024, filed 11 Oct 2024.