LCM
EFR

Landscape Capital Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Landscape Capital 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
2024
Q4 		– Sell
-28,116
Closed -$358K – 775
2024
Q3 		$358K Buy
+28,116
New +$362K 0.04% 469
2023
Q2 		– Sell
-13,286
Closed -$151K – 612
2023
Q1 		$151K Sell
13,286
-18,275
-58% -$212K 0.02% 490
2022
Q4 		$345K Sell
31,561
-21,686
-41% -$243K 0.05% 352
2022
Q3 		$592K Buy
53,247
+15,143
+40% +$183K 0.08% 244
2022
Q2 		$468K Buy
38,104
+21,523
+130% +$269K 0.06% 294
2022
Q1 		$222K Buy
+16,581
New +$233K 0.03% 546
2020
Q3 		– Sell
-15,849
Closed -$179K – 293
2020
Q2 		$179K Sell
15,849
-5,884
-27% -$63.8K 0.03% 289
2020
Q1 		$215K Buy
+21,733
New +$271K 0.02% 459
2019
Q4 		– Sell
-85,723
Closed -$1.12M – 679
2019
Q3 		$1.12M Buy
85,723
+32,886
+62% +$428K 0.08% 252
2019
Q2 		$692K Sell
52,837
-10,463
-17% -$139K 0.06% 348
2019
Q1 		$824K Sell
63,300
-18,521
-23% -$243K 0.08% 302
2018
Q4 		$1.03M Buy
+81,821
New +$1.09M 0.08% 247
2016
Q2 		– Sell
-13,388
Closed -$172K – 566
2016
Q1 		$172K Sell
13,388
-62,306
-82% -$751K 0.02% 519
2015
Q4 		$939K Buy
+75,694
New +$961K 0.12% 233

Other funds holding EFR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $38.8B AUM 21.88% 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

Landscape Capital Management's EFR Position: Q4 2024 in Review

Landscape Capital Management sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2024, closing a stake of 28,116 shares — an estimated $358K sold.

Landscape Capital Management first reported a position in EFR in Q4 2015 and held it in 14 quarters. The position peaked at $1.12M in Q3 2019. 94 funds tracked by Wall St. Rank hold EFR as of Q4 2024.

  • Landscape Capital Management reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2024 after selling out during the quarter.
  • Landscape Capital Management sold 28,116 Eaton Vance Senior Floating-Rate Fund shares in Q4 2024, an estimated $358K.
  • Landscape Capital Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2015 and held it in 14 quarters.
  • Landscape Capital Management's Eaton Vance Senior Floating-Rate Fund position peaked at $1.12M in Q3 2019.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2024.

Based on Landscape Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.