CBT
EFR

Crews Bank & Trust’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Crews Bank & Trust’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
2025
Q4 		– Sell
-400
Closed -$4.58K – 625
2025
Q3 		$4.58K Buy
+400
New +$4.71K ﹤0.01% 580

Other funds holding EFR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Crews Bank & Trust's EFR Position: Q4 2025 in Review

Crews Bank & Trust sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2025, closing a stake of 400 shares — an estimated $4.58K sold.

Crews Bank & Trust first reported a position in EFR in Q3 2025 and held it in 1 quarter. The position peaked at $4.58K in Q3 2025. 96 funds tracked by Wall St. Rank hold EFR as of Q4 2025.

  • Crews Bank & Trust reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 400 Eaton Vance Senior Floating-Rate Fund shares in Q4 2025, an estimated $4.58K.
  • Crews Bank & Trust first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2025 and held it in 1 quarter.
  • Crews Bank & Trust's Eaton Vance Senior Floating-Rate Fund position peaked at $4.58K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2025.

Based on Crews Bank & Trust's 13F filing for Q4 2025, filed 21 Jan 2026.