BRWA
EFR

B. Riley Wealth Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

B. Riley Wealth Advisors’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-18,034
Closed -$260K – 3681
2014
Q3 		$260K Sell
18,034
-25,048
-58% -$361K 0.07% 413
2014
Q2 		$332K Buy
43,082
+21,929
+104% +$169K 0.08% 290
2014
Q1 		$321K Buy
+21,153
New +$321K 0.1% 248