Melfa Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Melfa Wealth 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
2026 Q1	$108K	Buy	+10,274	New	+$112K	0.06%	188

Other funds holding EFR

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Melfa Wealth Management's EFR Position: Q1 2026 in Review

Melfa Wealth Management opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2026: 10,274 shares worth $108K. The stake represents 0.06% of the portfolio and ranks #188 among its holdings.

97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

Melfa Wealth Management held 10,274 shares of Eaton Vance Senior Floating-Rate Fund worth $108K as of Q1 2026.
Eaton Vance Senior Floating-Rate Fund was a new Melfa Wealth Management position in Q1 2026.
Eaton Vance Senior Floating-Rate Fund made up 0.06% of Melfa Wealth Management's portfolio in Q1 2026, its #188 holding.
97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.