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EFR

Retirement Planning Company of New England’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-283
Closed -$4K – 405
2021
Q4 		$4K Buy
+283
New +$4.24K ﹤0.01% 773

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Retirement Planning Company of New England's EFR Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2022, closing a stake of 283 shares — an estimated $4K sold.

Retirement Planning Company of New England first reported a position in EFR in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 82 funds tracked by Wall St. Rank hold EFR as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 283 Eaton Vance Senior Floating-Rate Fund shares in Q1 2022, an estimated $4K.
  • Retirement Planning Company of New England first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Eaton Vance Senior Floating-Rate Fund position peaked at $4K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.