6M
EFR

6 Meridian’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

6 Meridian’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-59,901
Closed -$812K – 497
2019
Q4 		$812K Buy
59,901
+5,437
+10% +$70.9K 0.07% 171
2019
Q3 		$710K Buy
+54,464
New +$709K 0.07% 177

Other funds holding EFR

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

6 Meridian's EFR Position: Q1 2020 in Review

6 Meridian sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2020, closing a stake of 59,901 shares — an estimated $812K sold.

6 Meridian first reported a position in EFR in Q3 2019 and held it in 2 quarters. The position peaked at $812K in Q4 2019. 92 funds tracked by Wall St. Rank hold EFR as of Q1 2020.

  • 6 Meridian reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2020 after selling out during the quarter.
  • 6 Meridian sold 59,901 Eaton Vance Senior Floating-Rate Fund shares in Q1 2020, an estimated $812K.
  • 6 Meridian first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2019 and held it in 2 quarters.
  • 6 Meridian's Eaton Vance Senior Floating-Rate Fund position peaked at $812K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2020.

Based on 6 Meridian's 13F filing for Q1 2020, filed 14 Apr 2020.