Loring Wolcott & Coolidge Fiduciary Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022 Q2	–	Sell	-2,000	Closed	-$27K	–	641
2022 Q1	$27K	Hold	2,000	–	–	﹤0.01%	495
2021 Q4	$30K	Hold	2,000	–	–	﹤0.01%	502
2021 Q3	$29K	Hold	2,000	–	–	﹤0.01%	497
2021 Q2	$28K	Buy	+2,000	New	+$28.1K	﹤0.01%	513
2017 Q3	–	Sell	-1,166	Closed	-$17K	–	815
2017 Q2	$17K	Hold	1,166	–	–	﹤0.01%	506
2017 Q1	$18K	Hold	1,166	–	–	﹤0.01%	499
2016 Q4	$17K	Buy	+1,166	New	+$16.7K	﹤0.01%	481

Other funds holding EFR

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

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

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

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCP

Shorepoint Capital Partners Norwood, Massachusetts $503M AUM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EFR Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2022, closing a stake of 2,000 shares — an estimated $27K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EFR in Q4 2016 and held it in 7 quarters. The position peaked at $30K in Q4 2021. 79 funds tracked by Wall St. Rank hold EFR as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,000 Eaton Vance Senior Floating-Rate Fund shares in Q2 2022, an estimated $27K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2016 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $30K in Q4 2021.
79 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.