EFA
EFR

Edge Financial Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Edge Financial 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
2025
Q1 		– Sell
-11,434
Closed -$146K – 108
2024
Q4 		$146K Buy
11,434
+268
+2% +$3.44K 0.13% 92
2024
Q3 		$142K Buy
11,166
+289
+3% +$3.72K 0.13% 93
2024
Q2 		$142K Buy
10,877
+295
+3% +$3.87K 0.15% 87
2024
Q1 		$138K Buy
+10,582
New +$137K 0.12% 126

Other funds holding EFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Edge Financial Advisors's EFR Position: Q1 2025 in Review

Edge Financial Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2025, closing a stake of 11,434 shares — an estimated $146K sold.

Edge Financial Advisors first reported a position in EFR in Q1 2024 and held it in 4 quarters. The position peaked at $146K in Q4 2024. 87 funds tracked by Wall St. Rank hold EFR as of Q1 2025.

  • Edge Financial Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 11,434 Eaton Vance Senior Floating-Rate Fund shares in Q1 2025, an estimated $146K.
  • Edge Financial Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2024 and held it in 4 quarters.
  • Edge Financial Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $146K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2025.

Based on Edge Financial Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.