PA
EFR

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

Parallel 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
2018
Q4 		– Sell
-2,100
Closed -$30K – 2148
2018
Q3 		$30K Buy
+2,100
New +$29.8K ﹤0.01% 998

Other funds holding EFR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Parallel Advisors's EFR Position: Q4 2018 in Review

Parallel Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2018, closing a stake of 2,100 shares — an estimated $30K sold.

Parallel Advisors first reported a position in EFR in Q3 2018 and held it in 1 quarter. The position peaked at $30K in Q3 2018. 94 funds tracked by Wall St. Rank hold EFR as of Q4 2018.

  • Parallel Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2018 after selling out during the quarter.
  • Parallel Advisors sold 2,100 Eaton Vance Senior Floating-Rate Fund shares in Q4 2018, an estimated $30K.
  • Parallel Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2018 and held it in 1 quarter.
  • Parallel Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $30K in Q3 2018.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2018.

Based on Parallel Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.