BA
EFR

Boston Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Boston Advisors’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
2015
Q4 		– Sell
-13,390
Closed -$177K – 677
2015
Q3 		$177K Hold
13,390
– – 0.01% 741
2015
Q2 		$184K Hold
13,390
– – 0.01% 642
2015
Q1 		$193K Hold
13,390
– – 0.01% 639
2014
Q4 		$183K Buy
+13,390
New +$187K 0.01% 573

Other funds holding EFR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Advisors's EFR Position: Q4 2015 in Review

Boston Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2015, closing a stake of 13,390 shares — an estimated $177K sold.

Boston Advisors first reported a position in EFR in Q4 2014 and held it in 4 quarters. The position peaked at $193K in Q1 2015. 77 funds tracked by Wall St. Rank hold EFR as of Q4 2015.

  • Boston Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2015 after selling out during the quarter.
  • Boston Advisors sold 13,390 Eaton Vance Senior Floating-Rate Fund shares in Q4 2015, an estimated $177K.
  • Boston Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2014 and held it in 4 quarters.
  • Boston Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $193K in Q1 2015.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2015.

Based on Boston Advisors's 13F filing for Q4 2015, filed 20 Jan 2016.