BTS
EFR

BB&T Securities’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

BB&T Securities’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
2019
Q3 		– Sell
-10,415
Closed -$136K – 1640
2019
Q2 		$136K Sell
10,415
-500
-5% -$6.63K ﹤0.01% 1570
2019
Q1 		$142K Buy
10,915
+500
+5% +$6.56K ﹤0.01% 1545
2018
Q4 		$130K Hold
10,415
– – ﹤0.01% 1409
2018
Q3 		$146K Buy
+10,415
New +$148K ﹤0.01% 1522

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GC
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Goldman Sachs
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CIA
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return