MWA
EFR

Midland Wealth Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Midland Wealth 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
2024
Q3 		– Sell
-27,136
Closed -$355K – 199
2024
Q2 		$355K Buy
+27,136
New +$356K 0.02% 155

Other funds holding EFR

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Midland Wealth Advisors's EFR Position: Q3 2024 in Review

Midland Wealth Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q3 2024, closing a stake of 27,136 shares — an estimated $355K sold.

Midland Wealth Advisors first reported a position in EFR in Q2 2024 and held it in 1 quarter. The position peaked at $355K in Q2 2024. 89 funds tracked by Wall St. Rank hold EFR as of Q3 2024.

  • Midland Wealth Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q3 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 27,136 Eaton Vance Senior Floating-Rate Fund shares in Q3 2024, an estimated $355K.
  • Midland Wealth Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2024 and held it in 1 quarter.
  • Midland Wealth Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $355K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2024.

Based on Midland Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.