First Horizon Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

First Horizon 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
2020 Q1	–	Sell	-1,439	Closed	-$19K	–	1417
2019 Q4	$19K	Hold	1,439	–	–	﹤0.01%	876
2019 Q3	$19K	Hold	1,439	–	–	﹤0.01%	862
2019 Q2	$19K	Hold	1,439	–	–	﹤0.01%	879
2019 Q1	$19K	Sell	1,439 -38	-3%	-$499	﹤0.01%	856
2018 Q4	$19K	Hold	1,477	–	–	﹤0.01%	808
2018 Q3	$21K	Hold	1,477	–	–	﹤0.01%	860
2018 Q2	$21K	Buy	+1,477	New	+$21.7K	﹤0.01%	882

Other funds holding EFR

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

First Horizon Advisors's EFR Position: Q1 2020 in Review

First Horizon Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2020, closing a stake of 1,439 shares — an estimated $19K sold.

First Horizon Advisors first reported a position in EFR in Q2 2018 and held it in 7 quarters. The position peaked at $21K in Q3 2018. 92 funds tracked by Wall St. Rank hold EFR as of Q1 2020.

First Horizon Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2020 after selling out during the quarter.
First Horizon Advisors sold 1,439 Eaton Vance Senior Floating-Rate Fund shares in Q1 2020, an estimated $19K.
First Horizon Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2018 and held it in 7 quarters.
First Horizon Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $21K in Q3 2018.
92 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2020.

Based on First Horizon Advisors's 13F filing for Q1 2020, filed 5 May 2020.