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

Cetera 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
2018 Q4	–	Sell	-25,448	Closed	-$358K	–	879
2018 Q3	$358K	Buy	25,448 +3,647	+17%	+$51.7K	0.02%	671
2018 Q2	$313K	Buy	+21,801	New	+$320K	0.02%	651
2018 Q1	–	Sell	-15,291	Closed	-$219K	–	804
2017 Q4	$219K	Buy	15,291 +1,097	+8%	+$15.9K	0.01%	681
2017 Q3	$211K	Hold	14,194	–	–	0.01%	741
2017 Q2	$211K	Hold	14,194	–	–	0.01%	718
2017 Q1	$217K	Buy	14,194 +2,564	+22%	+$38.7K	0.01%	683
2016 Q4	$172K	Hold	11,630	–	–	0.01%	665
2016 Q3	$164K	Buy	+11,630	New	+$158K	0.01%	702

Other funds holding EFR

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Cetera Advisors's EFR Position: Q4 2018 in Review

Cetera Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2018, closing a stake of 25,448 shares — an estimated $358K sold.

Cetera Advisors first reported a position in EFR in Q3 2016 and held it in 8 quarters. The position peaked at $358K in Q3 2018. 94 funds tracked by Wall St. Rank hold EFR as of Q4 2018.

Cetera Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2018 after selling out during the quarter.
Cetera Advisors sold 25,448 Eaton Vance Senior Floating-Rate Fund shares in Q4 2018, an estimated $358K.
Cetera Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2016 and held it in 8 quarters.
Cetera Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $358K in Q3 2018.
94 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2018.

Based on Cetera Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.