CCIM
EFR

Chapwood Capital Investment Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Chapwood Capital Investment Management’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
2019
Q4 		$2.64M Buy
+194,882
New +$2.54M 2.66% 11

Other funds holding EFR

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chapwood Capital Investment Management's EFR Position: Q4 2019 in Review

Chapwood Capital Investment Management opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2019: 194,882 shares worth $2.64M. The stake represents 2.66% of the portfolio and ranks #11 among its holdings.

103 funds tracked by Wall St. Rank hold EFR as of Q4 2019.

  • Chapwood Capital Investment Management held 194,882 shares of Eaton Vance Senior Floating-Rate Fund worth $2.64M as of Q4 2019.
  • Eaton Vance Senior Floating-Rate Fund was a new Chapwood Capital Investment Management position in Q4 2019.
  • Eaton Vance Senior Floating-Rate Fund made up 2.66% of Chapwood Capital Investment Management's portfolio in Q4 2019, its #11 holding.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2019.

Based on Chapwood Capital Investment Management's 13F filing for Q4 2019, filed 21 Jan 2020.