Certified Advisory Corp’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Certified Advisory Corp’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	-770	Closed	-$8K	–	764
2020 Q1	$8K	Hold	770	–	–	﹤0.01%	557
2019 Q4	$10K	Buy	+770	New	+$10K	﹤0.01%	584

Other funds holding EFR

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

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 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 New York $57.6B AUM 8.03% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Certified Advisory Corp's EFR Position: Q2 2020 in Review

Certified Advisory Corp sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2020, closing a stake of 770 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in EFR in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 88 funds tracked by Wall St. Rank hold EFR as of Q2 2020.

Certified Advisory Corp reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 770 Eaton Vance Senior Floating-Rate Fund shares in Q2 2020, an estimated $8K.
Certified Advisory Corp first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2019 and held it in 2 quarters.
Certified Advisory Corp's Eaton Vance Senior Floating-Rate Fund position peaked at $10K in Q4 2019.
88 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.