Hudock Inc’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Hudock Inc’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
2016 Q4	–	Sell	-499	Closed	-$7K	–	561
2016 Q3	$7K	Hold	499	–	–	﹤0.01%	425
2016 Q2	$6K	Sell	499 -500	-50%	-$6.52K	﹤0.01%	446
2016 Q1	$12K	Hold	999	–	–	0.01%	390
2015 Q4	$12K	Hold	999	–	–	0.01%	362
2015 Q3	$13K	Hold	999	–	–	0.01%	372
2015 Q2	$13K	Hold	999	–	–	0.01%	369
2015 Q1	$14K	Hold	999	–	–	0.01%	379
2014 Q4	$14K	Hold	999	–	–	0.01%	353
2014 Q3	$14K	Hold	999	–	–	0.01%	354
2014 Q2	$15K	Hold	999	–	–	0.02%	358
2014 Q1	$15K	Hold	999	–	–	0.01%	336
2013 Q4	$15K	Hold	999	–	–	0.01%	347
2013 Q3	$15K	Hold	999	–	–	0.01%	302
2013 Q2	$16K	Buy	+999	New	+$16.8K	0.02%	304

Other funds holding EFR

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Hudock Inc's EFR Position: Q4 2016 in Review

Hudock Inc sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2016, closing a stake of 499 shares — an estimated $7K sold.

Hudock Inc first reported a position in EFR in Q2 2013 and held it in 14 quarters. The position peaked at $16K in Q2 2013. 72 funds tracked by Wall St. Rank hold EFR as of Q4 2016.

Hudock Inc reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2016 after selling out during the quarter.
Hudock Inc sold 499 Eaton Vance Senior Floating-Rate Fund shares in Q4 2016, an estimated $7K.
Hudock Inc first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2013 and held it in 14 quarters.
Hudock Inc's Eaton Vance Senior Floating-Rate Fund position peaked at $16K in Q2 2013.
72 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2016.

Based on Hudock Inc's 13F filing for Q4 2016, filed 8 Feb 2017.