AWM
EFR

Able Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Able Wealth Management’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
2024
Q1 		– Sell
-142
Closed -$1.79K – 215
2023
Q4 		$1.79K Buy
+142
New +$1.73K ﹤0.01% 469

Other funds holding EFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Able Wealth Management's EFR Position: Q1 2024 in Review

Able Wealth Management sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2024, closing a stake of 142 shares — an estimated $1.79K sold.

Able Wealth Management first reported a position in EFR in Q4 2023 and held it in 1 quarter. The position peaked at $1.79K in Q4 2023. 86 funds tracked by Wall St. Rank hold EFR as of Q1 2024.

  • Able Wealth Management reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 142 Eaton Vance Senior Floating-Rate Fund shares in Q1 2024, an estimated $1.79K.
  • Able Wealth Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Eaton Vance Senior Floating-Rate Fund position peaked at $1.79K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.