BHWM
EFR

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

Beaird Harris 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
2025
Q3 		– Sell
-34,919
Closed -$423K – 742
2025
Q2 		$423K Buy
34,919
+10,630
+44% +$125K 0.03% 96
2025
Q1 		$298K Buy
24,289
+532
+2% +$6.83K 0.03% 105
2024
Q4 		$304K Buy
23,757
+554
+2% +$7.12K 0.03% 107
2024
Q3 		$296K Buy
+23,203
New +$299K 0.03% 114

Other funds holding EFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Beaird Harris Wealth Management's EFR Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q3 2025, closing a stake of 34,919 shares — an estimated $423K sold.

Beaird Harris Wealth Management first reported a position in EFR in Q3 2024 and held it in 4 quarters. The position peaked at $423K in Q2 2025. 96 funds tracked by Wall St. Rank hold EFR as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 34,919 Eaton Vance Senior Floating-Rate Fund shares in Q3 2025, an estimated $423K.
  • Beaird Harris Wealth Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2024 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Eaton Vance Senior Floating-Rate Fund position peaked at $423K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.