RG
EFR

Retirement Group’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Retirement 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
2024
Q1 		$11.1K Buy
+850
New +$11K ﹤0.01% 452

Other funds holding EFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Retirement Group's EFR Position: Q1 2024 in Review

Retirement Group opened a new position in Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2024: 850 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings.

86 funds tracked by Wall St. Rank hold EFR as of Q1 2024.

  • Retirement Group held 850 shares of Eaton Vance Senior Floating-Rate Fund worth $11.1K as of Q1 2024.
  • Eaton Vance Senior Floating-Rate Fund was a new Retirement Group position in Q1 2024.
  • Eaton Vance Senior Floating-Rate Fund made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #452 holding.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.