Cornerstone Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Cornerstone Wealth 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
2022 Q3	$113K	Buy	+10,146	New	+$123K	0.01%	426

Other funds holding EFR

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

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

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

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SFS

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

Cornerstone Wealth Management's EFR Position: Q3 2022 in Review

Cornerstone Wealth Management opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q3 2022: 10,146 shares worth $113K. The stake represents 0.01% of the portfolio and ranks #426 among its holdings.

85 funds tracked by Wall St. Rank hold EFR as of Q3 2022.

Cornerstone Wealth Management held 10,146 shares of Eaton Vance Senior Floating-Rate Fund worth $113K as of Q3 2022.
Eaton Vance Senior Floating-Rate Fund was a new Cornerstone Wealth Management position in Q3 2022.
Eaton Vance Senior Floating-Rate Fund made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2022, its #426 holding.
85 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.