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Flagship Harbor Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Flagship Harbor 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
2019
Q4 		– Sell
-700
Closed -$9K – 1893
2019
Q3 		$9K Hold
700
– – ﹤0.01% 1311
2019
Q2 		$9K Hold
700
– – ﹤0.01% 1324
2019
Q1 		$9K Hold
700
– – ﹤0.01% 1321
2018
Q4 		$8K Buy
+700
New +$9.35K ﹤0.01% 1293

Other funds holding EFR

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Flagship Harbor Advisors's EFR Position: Q4 2019 in Review

Flagship Harbor Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2019, closing a stake of 700 shares — an estimated $9K sold.

Flagship Harbor Advisors first reported a position in EFR in Q4 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2019. 103 funds tracked by Wall St. Rank hold EFR as of Q4 2019.

  • Flagship Harbor Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2019 after selling out during the quarter.
  • Flagship Harbor Advisors sold 700 Eaton Vance Senior Floating-Rate Fund shares in Q4 2019, an estimated $9K.
  • Flagship Harbor Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2018 and held it in 4 quarters.
  • Flagship Harbor Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $9K in Q3 2019.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2019.

Based on Flagship Harbor Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.