JWCA
EFR

J.W. Cole Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

J.W. Cole 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
2025
Q2 		– Sell
-16,298
Closed -$200K – 1468
2025
Q1 		$200K Buy
16,298
+2,484
+18% +$31.9K 0.01% 1159
2024
Q4 		$177K Sell
13,814
-848
-6% -$10.9K 0.01% 917
2024
Q3 		$187K Buy
14,662
+268
+2% +$3.45K 0.01% 906
2024
Q2 		$188K Buy
14,394
+4,066
+39% +$53.3K 0.01% 855
2024
Q1 		$135K Buy
+10,328
New +$134K 0.01% 850

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

J.W. Cole Advisors's EFR Position: Q2 2025 in Review

J.W. Cole Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2025, closing a stake of 16,298 shares — an estimated $200K sold.

J.W. Cole Advisors first reported a position in EFR in Q1 2024 and held it in 5 quarters. The position peaked at $200K in Q1 2025. 88 funds tracked by Wall St. Rank hold EFR as of Q2 2025.

  • J.W. Cole Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 16,298 Eaton Vance Senior Floating-Rate Fund shares in Q2 2025, an estimated $200K.
  • J.W. Cole Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2024 and held it in 5 quarters.
  • J.W. Cole Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $200K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2025.

Based on J.W. Cole Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.