YWP
EVF

YorkBridge Wealth Partners’s Eaton Vance Senior Income Trust EVF Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-3,700
Closed -$23K – 327
2019
Q2 		$23K Hold
3,700
– – 0.01% 456
2019
Q1 		$23K Hold
3,700
– – 0.01% 453
2018
Q4 		$22K Hold
3,700
– – 0.01% 438
2018
Q3 		$24K Hold
3,700
– – 0.01% 482
2018
Q2 		$24K Hold
3,700
– – 0.01% 489
2018
Q1 		$25K Buy
+3,700
New +$24.2K 0.01% 469

Other funds holding EVF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

YorkBridge Wealth Partners's EVF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Eaton Vance Senior Income Trust (EVF) in Q3 2019, closing a stake of 3,700 shares — an estimated $23K sold.

YorkBridge Wealth Partners first reported a position in EVF in Q1 2018 and held it in 6 quarters. The position peaked at $25K in Q1 2018. 69 funds tracked by Wall St. Rank hold EVF as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Eaton Vance Senior Income Trust position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 3,700 Eaton Vance Senior Income Trust shares in Q3 2019, an estimated $23K.
  • YorkBridge Wealth Partners first reported a position in Eaton Vance Senior Income Trust in Q1 2018 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Eaton Vance Senior Income Trust position peaked at $25K in Q1 2018.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.