IA
EFR

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

IFP 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
2023
Q4 		– Sell
-1,000
Closed -$12.1K – 3121
2023
Q3 		$12.1K Hold
1,000
– – ﹤0.01% 2169
2023
Q2 		$11.8K Hold
1,000
– – ﹤0.01% 2240
2023
Q1 		$14.7K Hold
1,000
– – ﹤0.01% 2146
2022
Q4 		$15K Hold
1,000
– – ﹤0.01% 3103
2022
Q3 		$15K Hold
1,000
– – ﹤0.01% 3321
2022
Q2 		$15K Hold
1,000
– – ﹤0.01% 3079
2022
Q1 		$15K Buy
+1,000
New +$14K ﹤0.01% 3079
2019
Q1 		$13K Sell
1,000
-116,504
-99% -$1.53M ﹤0.01% 1499
2018
Q4 		$1.46M Sell
117,504
-14,978
-11% -$200K 0.09% 245
2018
Q3 		$1.86M Buy
132,482
+14,095
+12% +$200K 0.08% 276
2018
Q2 		$1.7M Buy
118,387
+13,993
+13% +$206K 0.07% 281
2018
Q1 		$1.51M Hold
104,394
– – 0.07% 295
2017
Q4 		$1.51M Sell
104,394
-29,994
-22% -$433K 0.07% 296
2017
Q3 		$2.01M Buy
134,388
+3,268
+2% +$48.4K 0.08% 262
2017
Q2 		$1.96M Sell
131,120
-20,391
-13% -$303K 0.08% 269
2017
Q1 		$2.3M Buy
151,511
+14,297
+10% +$216K 0.1% 220
2016
Q4 		$2.02M Buy
137,214
+21,769
+19% +$312K 0.1% 225
2016
Q3 		$1.63M Buy
115,445
+37,105
+47% +$503K 0.08% 256
2016
Q2 		$1.02M Buy
78,340
+77,340
+7,734% +$1.01M 0.06% 347
2016
Q1 		$13K Sell
1,000
-49,515
-98% -$597K ﹤0.01% 1499
2015
Q4 		$627K Buy
+50,515
New +$642K 0.04% 430

Other funds holding EFR

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
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFP Advisors's EFR Position: Q4 2023 in Review

IFP Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2023, closing a stake of 1,000 shares — an estimated $12.1K sold.

IFP Advisors first reported a position in EFR in Q4 2015 and held it in 21 quarters. The position peaked at $2.3M in Q1 2017. 86 funds tracked by Wall St. Rank hold EFR as of Q4 2023.

  • IFP Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 1,000 Eaton Vance Senior Floating-Rate Fund shares in Q4 2023, an estimated $12.1K.
  • IFP Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2015 and held it in 21 quarters.
  • IFP Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $2.3M in Q1 2017.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.