Claraphi Advisory Network’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$745K	Buy	+68,062	New	+$762K	0.3%	96

Other funds holding EFR

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

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

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

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

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

WPC

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Claraphi Advisory Network's EFR Position: Q4 2022 in Review

Claraphi Advisory Network opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2022: 68,062 shares worth $745K. The stake represents 0.3% of the portfolio and ranks #96 among its holdings.

93 funds tracked by Wall St. Rank hold EFR as of Q4 2022.

Claraphi Advisory Network held 68,062 shares of Eaton Vance Senior Floating-Rate Fund worth $745K as of Q4 2022.
Eaton Vance Senior Floating-Rate Fund was a new Claraphi Advisory Network position in Q4 2022.
Eaton Vance Senior Floating-Rate Fund made up 0.3% of Claraphi Advisory Network's portfolio in Q4 2022, its #96 holding.
93 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.