GWAG
EFR

Garrett Wealth Advisory Group’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Garrett Wealth Advisory Group’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
-1,289
Closed -$16.8K – 221
2019
Q3 		$16.8K Buy
+1,289
New +$16.8K 0.01% 222

Other funds holding EFR

Invesco
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Garrett Wealth Advisory Group's EFR Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2019, closing a stake of 1,289 shares — an estimated $16.8K sold.

Garrett Wealth Advisory Group first reported a position in EFR in Q3 2019 and held it in 1 quarter. The position peaked at $16.8K in Q3 2019. 103 funds tracked by Wall St. Rank hold EFR as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,289 Eaton Vance Senior Floating-Rate Fund shares in Q4 2019, an estimated $16.8K.
  • Garrett Wealth Advisory Group first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Eaton Vance Senior Floating-Rate Fund position peaked at $16.8K in Q3 2019.
  • 103 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.