Janney Montgomery Scott
EFR

Janney Montgomery Scott’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-10,016
Closed -$128K – 2734
2024
Q3 		$128K Buy
+10,016
New +$129K ﹤0.01% 2564
2022
Q1 		– Sell
-64,603
Closed -$954K – 2281
2021
Q4 		$954K Buy
+64,603
New +$967K ﹤0.01% 1364
2019
Q3 		– Sell
-36,211
Closed -$474K – 2066
2019
Q2 		$474K Buy
36,211
+57
+0.2% +$756 ﹤0.01% 1462
2019
Q1 		$471K Sell
36,154
-1,611
-4% -$21.1K ﹤0.01% 1425
2018
Q4 		$474K Sell
37,765
-10,440
-22% -$139K ﹤0.01% 1328
2018
Q3 		$678K Sell
48,205
-1,309
-3% -$18.6K 0.01% 1274
2018
Q2 		$712K Buy
49,514
+37,289
+305% +$548K 0.01% 1187
2018
Q1 		$181K Sell
12,225
-120,615
-91% -$1.74M ﹤0.01% 1831
2017
Q4 		$1.92M Sell
132,840
-5,026
-4% -$72.6K 0.02% 659
2017
Q3 		$2.06M Buy
+137,866
New +$2.04M 0.02% 600
2014
Q2 		– Sell
-12,066
Closed -$183K – 2224
2014
Q1 		$183K Buy
+12,066
New +$184K ﹤0.01% 1806

Other funds holding EFR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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 $43.3B AUM 29.3% 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
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
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Janney Montgomery Scott's EFR Position: Q4 2024 in Review

Janney Montgomery Scott sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2024, closing a stake of 10,016 shares — an estimated $128K sold.

Janney Montgomery Scott first reported a position in EFR in Q1 2014 and held it in 11 quarters. The position peaked at $2.06M in Q3 2017. 94 funds tracked by Wall St. Rank hold EFR as of Q4 2024.

  • Janney Montgomery Scott reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,016 Eaton Vance Senior Floating-Rate Fund shares in Q4 2024, an estimated $128K.
  • Janney Montgomery Scott first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2014 and held it in 11 quarters.
  • Janney Montgomery Scott's Eaton Vance Senior Floating-Rate Fund position peaked at $2.06M in Q3 2017.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.