GI
EFR

Gradient Investments’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Gradient Investments’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
2017
Q1 		– Sell
-1,185
Closed -$17K – 779
2016
Q4 		$17K Buy
+1,185
New +$17K ﹤0.01% 374
2014
Q2 		– Sell
-840
Closed -$13K – 517
2014
Q1 		$13K Buy
+840
New +$12.8K ﹤0.01% 325

Other funds holding EFR

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

Gradient Investments's EFR Position: Q1 2017 in Review

Gradient Investments sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2017, closing a stake of 1,185 shares — an estimated $17K sold.

Gradient Investments first reported a position in EFR in Q1 2014 and held it in 2 quarters. The position peaked at $17K in Q4 2016. 62 funds tracked by Wall St. Rank hold EFR as of Q1 2017.

  • Gradient Investments reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2017 after selling out during the quarter.
  • Gradient Investments sold 1,185 Eaton Vance Senior Floating-Rate Fund shares in Q1 2017, an estimated $17K.
  • Gradient Investments first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2014 and held it in 2 quarters.
  • Gradient Investments's Eaton Vance Senior Floating-Rate Fund position peaked at $17K in Q4 2016.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2017.

Based on Gradient Investments's 13F filing for Q1 2017, filed 12 Apr 2017.