GA
EFR

GoalVest Advisory’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-311
Closed -$3.56K – 519
2025
Q3 		$3.56K Buy
+311
New +$3.66K ﹤0.01% 378

Other funds holding EFR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

GoalVest Advisory's EFR Position: Q4 2025 in Review

GoalVest Advisory sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2025, closing a stake of 311 shares — an estimated $3.56K sold.

GoalVest Advisory first reported a position in EFR in Q3 2025 and held it in 1 quarter. The position peaked at $3.56K in Q3 2025. 96 funds tracked by Wall St. Rank hold EFR as of Q4 2025.

  • GoalVest Advisory reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 311 Eaton Vance Senior Floating-Rate Fund shares in Q4 2025, an estimated $3.56K.
  • GoalVest Advisory first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2025 and held it in 1 quarter.
  • GoalVest Advisory's Eaton Vance Senior Floating-Rate Fund position peaked at $3.56K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.