CF
EFR

Centaurus Financial’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Centaurus Financial’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
2018
Q3 		– Sell
-22,299
Closed -$320K – 927
2018
Q2 		$320K Buy
+22,299
New +$328K 0.04% 398

Other funds holding EFR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Centaurus Financial's EFR Position: Q3 2018 in Review

Centaurus Financial sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q3 2018, closing a stake of 22,299 shares — an estimated $320K sold.

Centaurus Financial first reported a position in EFR in Q2 2018 and held it in 1 quarter. The position peaked at $320K in Q2 2018. 83 funds tracked by Wall St. Rank hold EFR as of Q3 2018.

  • Centaurus Financial reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 22,299 Eaton Vance Senior Floating-Rate Fund shares in Q3 2018, an estimated $320K.
  • Centaurus Financial first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Eaton Vance Senior Floating-Rate Fund position peaked at $320K in Q2 2018.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.