KIM
EFR

Kane Investment Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Kane Investment Management’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
-17,083
Closed -$209K – 94
2025
Q1 		$209K Sell
17,083
-1,919
-10% -$24.6K 0.1% 92
2024
Q4 		$243K Buy
+19,002
New +$244K 0.14% 86

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 $43.3B AUM 29.3% 1-Year Est. Return

Kane Investment Management's EFR Position: Q2 2025 in Review

Kane Investment Management sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2025, closing a stake of 17,083 shares — an estimated $209K sold.

Kane Investment Management first reported a position in EFR in Q4 2024 and held it in 2 quarters. The position peaked at $243K in Q4 2024. 88 funds tracked by Wall St. Rank hold EFR as of Q2 2025.

  • Kane Investment Management reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2025 after selling out during the quarter.
  • Kane Investment Management sold 17,083 Eaton Vance Senior Floating-Rate Fund shares in Q2 2025, an estimated $209K.
  • Kane Investment Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2024 and held it in 2 quarters.
  • Kane Investment Management's Eaton Vance Senior Floating-Rate Fund position peaked at $243K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2025.

Based on Kane Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.