HighTower Advisors
EFR

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
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 $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

HighTower Advisors's EFR Position: Q1 2026 in Review

HighTower Advisors reduced its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 12% in Q1 2026, selling an estimated $23.9K and leaving 15,784 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #3542.

HighTower Advisors first reported a position in EFR in Q2 2018 and has held it in 3 quarters since. The position peaked at $224K in Q2 2018. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

  • HighTower Advisors held 15,784 shares of Eaton Vance Senior Floating-Rate Fund worth $166K as of Q1 2026.
  • HighTower Advisors sold 2,197 Eaton Vance Senior Floating-Rate Fund shares in Q1 2026, an estimated $23.9K.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3542 holding.
  • HighTower Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2018 and has held it in 3 quarters since.
  • HighTower Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $224K in Q2 2018.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.