BFEC
EFR

Benjamin F. Edwards & Company’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q2 		– Sell
-700
Closed -$7K – 1696
2020
Q1 		$7K Hold
700
– – ﹤0.01% 1353
2019
Q4 		$9K Hold
700
– – ﹤0.01% 1453
2019
Q3 		$9K Hold
700
– – ﹤0.01% 1425
2019
Q2 		$9K Hold
700
– – ﹤0.01% 1443
2019
Q1 		$9K Hold
700
– – ﹤0.01% 1341
2018
Q4 		$9K Buy
+700
New +$9.35K ﹤0.01% 1309

Other funds holding EFR

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Benjamin F. Edwards & Company's EFR Position: Q2 2020 in Review

Benjamin F. Edwards & Company sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2020, closing a stake of 700 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in EFR in Q4 2018 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 88 funds tracked by Wall St. Rank hold EFR as of Q2 2020.

  • Benjamin F. Edwards & Company reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 700 Eaton Vance Senior Floating-Rate Fund shares in Q2 2020, an estimated $7K.
  • Benjamin F. Edwards & Company first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2018 and held it in 6 quarters.
  • Benjamin F. Edwards & Company's Eaton Vance Senior Floating-Rate Fund position peaked at $9K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2020, filed 14 Aug 2020.