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WealthTrust Axiom’s Eaton Vance Senior Income Trust EVF Stock Holding History

WealthTrust Axiom’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
Q4 		– Sell
-12,798
Closed -$79.1K – 261
2024
Q3 		$79.1K Hold
12,798
– – 0.02% 251
2024
Q2 		$81.1K Hold
12,798
– – 0.03% 240
2024
Q1 		$81.4K Buy
12,798
+1
+0% +$6 0.03% 245
2023
Q4 		$80.8K Hold
12,797
– – 0.03% 237
2023
Q3 		$75.5K Hold
12,797
– – 0.03% 226
2023
Q2 		$69.9K Hold
12,797
– – 0.02% 239
2023
Q1 		$68.5K Hold
12,797
– – 0.02% 233
2022
Q4 		$67.4K Sell
12,797
-151
-1% -$806 0.02% 228
2022
Q3 		$68K Sell
12,948
-500
-4% -$2.79K 0.03% 226
2022
Q2 		$73K Sell
13,448
-500
-4% -$2.93K 0.03% 228
2022
Q1 		$88K Hold
13,948
– – 0.03% 246
2021
Q4 		$94K Sell
13,948
-500
-3% -$3.45K 0.03% 241
2021
Q3 		$101K Hold
14,448
– – 0.03% 233
2021
Q2 		$98K Sell
14,448
-4,493
-24% -$30.2K 0.03% 248
2021
Q1 		$125K Sell
18,941
-1,491
-7% -$9.81K 0.04% 228
2020
Q4 		$129K Sell
20,432
-1,973
-9% -$12.1K 0.05% 217
2020
Q3 		$131K Buy
22,405
+25
+0.1% +$143 0.06% 188
2020
Q2 		$119K Sell
22,380
-2,585
-10% -$13.3K 0.05% 185
2020
Q1 		$115K Sell
24,965
-3,400
-12% -$20.2K 0.06% 167
2019
Q4 		$181K Sell
28,365
-400
-1% -$2.49K 0.06% 202
2019
Q3 		$176K Hold
28,765
– – 0.06% 207
2019
Q2 		$179K Hold
28,765
– – 0.06% 206
2019
Q1 		$176K Hold
28,765
– – 0.06% 208
2018
Q4 		$172K Sell
28,765
-1,000
-3% -$6.18K 0.07% 190
2018
Q3 		$191K Hold
29,765
– – 0.06% 207
2018
Q2 		$189K Hold
29,765
– – 0.07% 206
2018
Q1 		$202K Hold
29,765
– – 0.07% 203
2017
Q4 		$194K Hold
29,765
– – 0.07% 201
2017
Q3 		$197K Sell
29,765
-500
-2% -$3.31K 0.07% 197
2017
Q2 		$201K Hold
30,265
– – 0.08% 201
2017
Q1 		$205K Hold
30,265
– – 0.08% 206
2016
Q4 		$202K Hold
30,265
– – 0.07% 200
2016
Q3 		$194K Sell
30,265
-3,000
-9% -$18.7K 0.07% 198
2016
Q2 		$199K Sell
33,265
-667
-2% -$3.95K 0.08% 194
2016
Q1 		$196K Buy
33,932
+2,167
+7% +$12K 0.08% 189
2015
Q4 		$183K Sell
31,765
-3,350
-10% -$19.8K 0.07% 193
2015
Q3 		$206K Sell
35,115
-2,000
-5% -$12.3K 0.09% 183
2015
Q2 		$230K Sell
37,115
-2,000
-5% -$12.9K 0.09% 183
2015
Q1 		$254K Sell
39,115
-1,500
-4% -$9.59K 0.09% 171
2014
Q4 		$253K Hold
40,615
– – 0.09% 173
2014
Q3 		$264K Sell
40,615
-4,000
-9% -$26.7K 0.09% 161
2014
Q2 		$303K Hold
44,615
– – 0.1% 147
2014
Q1 		$307K Sell
44,615
-1,800
-4% -$12.6K 0.11% 131
2013
Q4 		$320K Buy
46,415
+1,300
+3% +$9.08K 0.12% 118
2013
Q3 		$317K Hold
45,115
– – 0.13% 116
2013
Q2 		$339K Buy
+45,115
New +$342K 0.15% 107

Other funds holding EVF

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

WealthTrust Axiom's EVF Position: Q4 2024 in Review

WealthTrust Axiom sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2024, closing a stake of 12,798 shares — an estimated $79.1K sold.

WealthTrust Axiom first reported a position in EVF in Q2 2013 and held it in 46 quarters. The position peaked at $339K in Q2 2013. 36 funds tracked by Wall St. Rank hold EVF as of Q4 2024.

  • WealthTrust Axiom reported no remaining Eaton Vance Senior Income Trust position as of Q4 2024 after selling out during the quarter.
  • WealthTrust Axiom sold 12,798 Eaton Vance Senior Income Trust shares in Q4 2024, an estimated $79.1K.
  • WealthTrust Axiom first reported a position in Eaton Vance Senior Income Trust in Q2 2013 and held it in 46 quarters.
  • WealthTrust Axiom's Eaton Vance Senior Income Trust position peaked at $339K in Q2 2013.
  • 36 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2024.

Based on WealthTrust Axiom's 13F filing for Q4 2024, filed 13 Feb 2025.