LC
EFR

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

Lavaca Capital’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
2019
Q2 		– Sell
-3,803
Closed -$50K – 169
2019
Q1 		$50K Buy
+3,803
New +$49.9K 0.04% 150

Other funds holding EFR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Lavaca Capital's EFR Position: Q2 2019 in Review

Lavaca Capital sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2019, closing a stake of 3,803 shares — an estimated $50K sold.

Lavaca Capital first reported a position in EFR in Q1 2019 and held it in 1 quarter. The position peaked at $50K in Q1 2019. 96 funds tracked by Wall St. Rank hold EFR as of Q2 2019.

  • Lavaca Capital reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2019 after selling out during the quarter.
  • Lavaca Capital sold 3,803 Eaton Vance Senior Floating-Rate Fund shares in Q2 2019, an estimated $50K.
  • Lavaca Capital first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2019 and held it in 1 quarter.
  • Lavaca Capital's Eaton Vance Senior Floating-Rate Fund position peaked at $50K in Q1 2019.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.