LNB
EFR

Ledyard National Bank’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Ledyard National Bank’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
2016
Q1 		– Sell
-2,288
Closed -$28K – 703
2015
Q4 		$28K Hold
2,288
– – 0.01% 384
2015
Q3 		$30K Hold
2,288
– – 0.01% 358
2015
Q2 		$31K Hold
2,288
– – 0.01% 361
2015
Q1 		$33K Hold
2,288
– – 0.01% 343
2014
Q4 		$31K Hold
2,288
– – 0.01% 353
2014
Q3 		$33K Hold
2,288
– – 0.01% 298
2014
Q2 		$34K Hold
2,288
– – 0.01% 309
2014
Q1 		$35K Hold
2,288
– – 0.01% 293
2013
Q4 		$34K Hold
2,288
– – 0.01% 299
2013
Q3 		$35K Hold
2,288
– – 0.01% 258
2013
Q2 		$37K Buy
+2,288
New +$38.5K 0.01% 239

Other funds holding EFR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ledyard National Bank's EFR Position: Q1 2016 in Review

Ledyard National Bank sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2016, closing a stake of 2,288 shares — an estimated $28K sold.

Ledyard National Bank first reported a position in EFR in Q2 2013 and held it in 11 quarters. The position peaked at $37K in Q2 2013. 73 funds tracked by Wall St. Rank hold EFR as of Q1 2016.

  • Ledyard National Bank reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2016 after selling out during the quarter.
  • Ledyard National Bank sold 2,288 Eaton Vance Senior Floating-Rate Fund shares in Q1 2016, an estimated $28K.
  • Ledyard National Bank first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2013 and held it in 11 quarters.
  • Ledyard National Bank's Eaton Vance Senior Floating-Rate Fund position peaked at $37K in Q2 2013.
  • 73 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2016.

Based on Ledyard National Bank's 13F filing for Q1 2016, filed 14 Apr 2016.