AG
EFR

AmeriFlex Group’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

AmeriFlex Group’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
2025
Q2 		– Sell
-70
Closed -$858 – 1114
2025
Q1 		$858 Hold
70
– – ﹤0.01% 1214
2024
Q4 		$932 Buy
+70
New +$900 ﹤0.01% 1103

Other funds holding EFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AmeriFlex Group's EFR Position: Q2 2025 in Review

AmeriFlex Group sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2025, closing a stake of 70 shares — an estimated $858 sold.

AmeriFlex Group first reported a position in EFR in Q4 2024 and held it in 2 quarters. The position peaked at $932 in Q4 2024. 88 funds tracked by Wall St. Rank hold EFR as of Q2 2025.

  • AmeriFlex Group reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 70 Eaton Vance Senior Floating-Rate Fund shares in Q2 2025, an estimated $858.
  • AmeriFlex Group first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's Eaton Vance Senior Floating-Rate Fund position peaked at $932 in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.