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

Baystate 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
2023 Q4	$9.03K	Buy	+713	New	+$8.7K	﹤0.01%	750

Other funds holding EFR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Baystate Wealth Management's EFR Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2023: 713 shares worth $9.03K. The stake represents ﹤0.01% of the portfolio and ranks #750 among its holdings.

86 funds tracked by Wall St. Rank hold EFR as of Q4 2023.

Baystate Wealth Management held 713 shares of Eaton Vance Senior Floating-Rate Fund worth $9.03K as of Q4 2023.
Eaton Vance Senior Floating-Rate Fund was a new Baystate Wealth Management position in Q4 2023.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #750 holding.
86 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.