FAIM
EFR

Financial Advocates Investment Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Financial Advocates Investment 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
2025
Q2 		– Sell
-83,839
Closed -$1.03M – 664
2025
Q1 		$1.03M Sell
83,839
-16,675
-17% -$214K 0.07% 271
2024
Q4 		$1.29M Buy
100,514
+3,850
+4% +$49.5K 0.07% 245
2024
Q3 		$1.23M Sell
96,664
-250
-0.3% -$3.22K 0.07% 262
2024
Q2 		$1.27M Buy
96,914
+1,225
+1% +$16.1K 0.08% 238
2024
Q1 		$1.25M Buy
95,689
+4,100
+4% +$53.3K 0.07% 266
2023
Q4 		$1.16M Sell
91,589
-650
-0.7% -$7.93K 0.08% 258
2023
Q3 		$1.12M Buy
92,239
+76,505
+486% +$921K 0.08% 251
2023
Q2 		$185K Hold
15,734
– – 0.01% 654
2023
Q1 		$178K Hold
15,734
– – 0.01% 695
2022
Q4 		$172K Hold
15,734
– – 0.01% 702
2022
Q3 		$175K Hold
15,734
– – 0.01% 703
2022
Q2 		$193K Sell
15,734
-3,313
-17% -$41.4K 0.02% 631
2022
Q1 		$255K Sell
19,047
-1,300
-6% -$18.3K 0.02% 620
2021
Q4 		$300K Sell
20,347
-3,012
-13% -$45.1K 0.02% 635
2021
Q3 		$341K Hold
23,359
– – 0.02% 576
2021
Q2 		$331K Sell
23,359
-2,350
-9% -$33.1K 0.02% 587
2021
Q1 		$355K Sell
25,709
-2,500
-9% -$33.7K 0.03% 566
2020
Q4 		$359K Sell
28,209
-8,418
-23% -$105K 0.02% 518
2020
Q3 		$426K Sell
36,627
-4,075
-10% -$47.5K 0.04% 404
2020
Q2 		$461K Buy
40,702
+440
+1% +$4.77K 0.04% 376
2020
Q1 		$398K Buy
40,262
+5,000
+14% +$62.4K 0.06% 314
2019
Q4 		$478K Sell
35,262
-1,259
-3% -$16.4K 0.05% 318
2019
Q3 		$476K Hold
36,521
– – 0.05% 294
2019
Q2 		$478K Sell
36,521
-39
-0.1% -$517 0.06% 298
2019
Q1 		$476K Hold
36,560
– – 0.06% 281
2018
Q4 		$459K Buy
36,560
+14,017
+62% +$187K 0.06% 261
2018
Q3 		$317K Sell
22,543
-1,044
-4% -$14.8K 0.04% 376
2018
Q2 		$335K Buy
23,587
+229
+1% +$3.36K 0.04% 346
2018
Q1 		$345K Sell
23,358
-1,100
-4% -$15.9K 0.04% 336
2017
Q4 		$353K Buy
+24,458
New +$353K 0.05% 323

Other funds holding EFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Advocates Investment Management's EFR Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2025, closing a stake of 83,839 shares — an estimated $1.03M sold.

Financial Advocates Investment Management first reported a position in EFR in Q4 2017 and held it in 30 quarters. The position peaked at $1.29M in Q4 2024. 88 funds tracked by Wall St. Rank hold EFR as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 83,839 Eaton Vance Senior Floating-Rate Fund shares in Q2 2025, an estimated $1.03M.
  • Financial Advocates Investment Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's Eaton Vance Senior Floating-Rate Fund position peaked at $1.29M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.