RCM
EFR

Raleigh Capital Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Raleigh Capital 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
2024
Q3 		– Sell
-102
Closed -$1.33K – 1015
2024
Q2 		$1.33K Buy
+102
New +$1.34K ﹤0.01% 822

Other funds holding EFR

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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

Raleigh Capital Management's EFR Position: Q3 2024 in Review

Raleigh Capital Management sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q3 2024, closing a stake of 102 shares — an estimated $1.33K sold.

Raleigh Capital Management first reported a position in EFR in Q2 2024 and held it in 1 quarter. The position peaked at $1.33K in Q2 2024. 89 funds tracked by Wall St. Rank hold EFR as of Q3 2024.

  • Raleigh Capital Management reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q3 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 102 Eaton Vance Senior Floating-Rate Fund shares in Q3 2024, an estimated $1.33K.
  • Raleigh Capital Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2024 and held it in 1 quarter.
  • Raleigh Capital Management's Eaton Vance Senior Floating-Rate Fund position peaked at $1.33K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2024.

Based on Raleigh Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.