IPW
EFR

Impact Partnership Wealth’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-600
Closed -$7.82K – 340
2024
Q1 		$7.82K Hold
600
– – ﹤0.01% 468
2023
Q4 		$7.6K Hold
600
– – ﹤0.01% 528
2023
Q3 		$7.27K Buy
+600
New +$7.22K ﹤0.01% 640

Other funds holding EFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Impact Partnership Wealth's EFR Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2024, closing a stake of 600 shares — an estimated $7.82K sold.

Impact Partnership Wealth first reported a position in EFR in Q3 2023 and held it in 3 quarters. The position peaked at $7.82K in Q1 2024. 81 funds tracked by Wall St. Rank hold EFR as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 600 Eaton Vance Senior Floating-Rate Fund shares in Q2 2024, an estimated $7.82K.
  • Impact Partnership Wealth first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Eaton Vance Senior Floating-Rate Fund position peaked at $7.82K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.