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

HighTower 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
2026 Q2	$152K	Sell	14,377 -1,407	-9%	-$14.8K	﹤0.01%	3592
2026 Q1	$166K	Sell	15,784 -2,197	-12%	-$23.9K	﹤0.01%	3542
2025 Q4	$200K	Buy	+17,981	New	+$202K	﹤0.01%	3379
2018 Q3	–	Sell	-15,621	Closed	-$224K	–	2325
2018 Q2	$224K	Buy	+15,621	New	+$229K	﹤0.01%	1842

Other funds holding EFR

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors's EFR Position: Q2 2026 in Review

HighTower Advisors reduced its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 8.9% in Q2 2026, selling an estimated $14.8K and leaving 14,377 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

HighTower Advisors first reported a position in EFR in Q2 2018 and has held it in 4 quarters since. The position peaked at $224K in Q2 2018. 98 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

HighTower Advisors held 14,377 shares of Eaton Vance Senior Floating-Rate Fund worth $152K as of Q2 2026.
HighTower Advisors sold 1,407 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $14.8K.
Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3592 holding.
HighTower Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2018 and has held it in 4 quarters since.
HighTower Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $224K in Q2 2018.
98 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.