Koshinski Asset Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Koshinski Asset 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	-24,121	Closed	-$295K	–	696
2025 Q1	$295K	Sell	24,121 -1,173	-5%	-$15.1K	0.03%	500
2024 Q4	$324M	Sell	25,294 -323	-1%	-$4.15K	0.03%	466
2024 Q3	$327K	Buy	25,617 +8,977	+54%	+$116K	0.03%	472
2024 Q2	$220K	Buy	16,640 +17	+0.1%	+$223	0.02%	550
2024 Q1	$217K	Buy	+16,623	New	+$216K	0.02%	522
2023 Q4	–	Sell	-16,623	Closed	-$201K	–	537
2023 Q3	$201K	Hold	16,623	–	–	0.02%	530
2023 Q2	$195K	Buy	+16,623	New	+$189K	0.02%	568
2023 Q1	–	Sell	-17,460	Closed	-$191K	–	572
2022 Q4	$191K	Hold	17,460	–	–	0.02%	570
2022 Q3	$194K	Buy	+17,460	New	+$211K	0.02%	502

Other funds holding EFR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Koshinski Asset Management's EFR Position: Q2 2025 in Review

Koshinski Asset Management sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2025, closing a stake of 24,121 shares — an estimated $295K sold.

Koshinski Asset Management first reported a position in EFR in Q3 2022 and held it in 9 quarters. The position peaked at $324M in Q4 2024. 88 funds tracked by Wall St. Rank hold EFR as of Q2 2025.

Koshinski Asset Management reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2025 after selling out during the quarter.
Koshinski Asset Management sold 24,121 Eaton Vance Senior Floating-Rate Fund shares in Q2 2025, an estimated $295K.
Koshinski Asset Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2022 and held it in 9 quarters.
Koshinski Asset Management's Eaton Vance Senior Floating-Rate Fund position peaked at $324M in Q4 2024.
88 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2025.

Based on Koshinski Asset Management's 13F filing for Q2 2025, filed 29 Jul 2025.