RCAG
EFR

Rehmann Capital Advisory Group’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Rehmann Capital Advisory Group’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
2019
Q1 		– Sell
-585
Closed -$7.34K – 2102
2018
Q4 		$7.34K Hold
585
– – ﹤0.01% 1153
2018
Q3 		$8.22K Buy
+585
New +$8.29K ﹤0.01% 1425

Other funds holding EFR

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
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

Rehmann Capital Advisory Group's EFR Position: Q1 2019 in Review

Rehmann Capital Advisory Group sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2019, closing a stake of 585 shares — an estimated $7.34K sold.

Rehmann Capital Advisory Group first reported a position in EFR in Q3 2018 and held it in 2 quarters. The position peaked at $8.22K in Q3 2018. 96 funds tracked by Wall St. Rank hold EFR as of Q1 2019.

  • Rehmann Capital Advisory Group reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2019 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 585 Eaton Vance Senior Floating-Rate Fund shares in Q1 2019, an estimated $7.34K.
  • Rehmann Capital Advisory Group first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2018 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's Eaton Vance Senior Floating-Rate Fund position peaked at $8.22K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2019, filed 22 May 2019.