APW
EFR

Axim Planning & Wealth’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-289
Closed -$3K – 64
2022
Q3 		$3K Hold
289
– – ﹤0.01% 140
2022
Q2 		$4K Buy
+289
New +$3.61K ﹤0.01% 109

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
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axim Planning & Wealth's EFR Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2022, closing a stake of 289 shares — an estimated $3K sold.

Axim Planning & Wealth first reported a position in EFR in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 93 funds tracked by Wall St. Rank hold EFR as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 289 Eaton Vance Senior Floating-Rate Fund shares in Q4 2022, an estimated $3K.
  • Axim Planning & Wealth first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Eaton Vance Senior Floating-Rate Fund position peaked at $4K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.