OPS
EFR

Orion Portfolio Solutions’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		– Sell
-12,189
Closed -$156K – 1900
2024
Q4 		$156K Buy
12,189
+92
+0.8% +$1.18K ﹤0.01% 1775
2024
Q3 		$154K Buy
+12,097
New +$156K ﹤0.01% 1730

Other funds holding EFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Orion Portfolio Solutions's EFR Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2025, closing a stake of 12,189 shares — an estimated $156K sold.

Orion Portfolio Solutions first reported a position in EFR in Q3 2024 and held it in 2 quarters. The position peaked at $156K in Q4 2024. 87 funds tracked by Wall St. Rank hold EFR as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 12,189 Eaton Vance Senior Floating-Rate Fund shares in Q1 2025, an estimated $156K.
  • Orion Portfolio Solutions first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2024 and held it in 2 quarters.
  • Orion Portfolio Solutions's Eaton Vance Senior Floating-Rate Fund position peaked at $156K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.