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

WFG 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
Q1 		– Sell
-3,908
Closed -$24K – 1858
2014
Q4 		$24K Buy
3,908
+62
+2% +$395 ﹤0.01% 1155
2014
Q3 		$25K Buy
3,846
+57
+2% +$381 ﹤0.01% 1189
2014
Q2 		$26K Buy
3,789
+54
+1% +$368 ﹤0.01% 1160
2014
Q1 		$26K Buy
3,735
+71
+2% +$498 0.01% 1152
2013
Q4 		$25K Buy
3,664
+55
+2% +$384 ﹤0.01% 1256
2013
Q3 		$25K Buy
3,609
+53
+1% +$382 ﹤0.01% 1179
2013
Q2 		$27K Buy
+3,556
New +$26.9K ﹤0.01% 1100

Other funds holding EVF

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SAM
Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's EVF Position: Q1 2015 in Review

WFG Advisors sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2015, closing a stake of 3,908 shares — an estimated $24K sold.

WFG Advisors first reported a position in EVF in Q2 2013 and held it in 7 quarters. The position peaked at $27K in Q2 2013. 57 funds tracked by Wall St. Rank hold EVF as of Q1 2015.

  • WFG Advisors reported no remaining Eaton Vance Senior Income Trust position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 3,908 Eaton Vance Senior Income Trust shares in Q1 2015, an estimated $24K.
  • WFG Advisors first reported a position in Eaton Vance Senior Income Trust in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Eaton Vance Senior Income Trust position peaked at $27K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.