CIA
EFR

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

Choate Investment 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
2017
Q1 		– Sell
-50,729
Closed -$747K – 251
2016
Q4 		$747K Hold
50,729
– – 0.05% 129
2016
Q3 		$717K Buy
50,729
+19,749
+64% +$268K 0.05% 129
2016
Q2 		$405K Buy
+30,980
New +$404K 0.03% 160

Other funds holding EFR

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

Choate Investment Advisors's EFR Position: Q1 2017 in Review

Choate Investment Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2017, closing a stake of 50,729 shares — an estimated $747K sold.

Choate Investment Advisors first reported a position in EFR in Q2 2016 and held it in 3 quarters. The position peaked at $747K in Q4 2016. 62 funds tracked by Wall St. Rank hold EFR as of Q1 2017.

  • Choate Investment Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2017 after selling out during the quarter.
  • Choate Investment Advisors sold 50,729 Eaton Vance Senior Floating-Rate Fund shares in Q1 2017, an estimated $747K.
  • Choate Investment Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2016 and held it in 3 quarters.
  • Choate Investment Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $747K in Q4 2016.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2017.

Based on Choate Investment Advisors's 13F filing for Q1 2017, filed 11 May 2017.