Highline Wealth Partners
EFR icon

Highline Wealth Partners’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Highline Wealth Partners’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
2026
Q3 		$2.08K Hold
200
– – ﹤0.01% 1234
2026
Q2 		$2.12K Hold
200
– – ﹤0.01% 1171
2026
Q1 		$2.11K Hold
200
– – ﹤0.01% 1059
2025
Q4 		$2.23K Hold
200
– – ﹤0.01% 830
2025
Q3 		$2.29K Buy
+200
New +$2.36K ﹤0.01% 826

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Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
White Pine Capital
White Pine Capital Bloomington, Minnesota $419M AUM 48.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Verity Asset Management
Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Collar Capital Management
Collar Capital Management Appleton, Wisconsin $167M AUM 63.64% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Highline Wealth Partners's EFR Position: Q3 2026 in Review

Highline Wealth Partners held its Eaton Vance Senior Floating-Rate Fund (EFR) position steady in Q3 2026 at 200 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Highline Wealth Partners first reported a position in EFR in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.29K in Q3 2025. 46 funds tracked by Wall St. Rank hold EFR as of Q3 2026.

  • Highline Wealth Partners held 200 shares of Eaton Vance Senior Floating-Rate Fund worth $2.08K as of Q3 2026.
  • Highline Wealth Partners left its Eaton Vance Senior Floating-Rate Fund share count unchanged in Q3 2026.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1234 holding.
  • Highline Wealth Partners first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's Eaton Vance Senior Floating-Rate Fund position peaked at $2.29K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.