RW
EFR

RVW Wealth’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

RVW Wealth’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
2023
Q4 		– Sell
-849
Closed -$10.3K – 212
2023
Q3 		$10.3K Buy
+849
New +$10.2K ﹤0.01% 377

Other funds holding EFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RVW Wealth's EFR Position: Q4 2023 in Review

RVW Wealth sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2023, closing a stake of 849 shares — an estimated $10.3K sold.

RVW Wealth first reported a position in EFR in Q3 2023 and held it in 1 quarter. The position peaked at $10.3K in Q3 2023. 86 funds tracked by Wall St. Rank hold EFR as of Q4 2023.

  • RVW Wealth reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 849 Eaton Vance Senior Floating-Rate Fund shares in Q4 2023, an estimated $10.3K.
  • RVW Wealth first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's Eaton Vance Senior Floating-Rate Fund position peaked at $10.3K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.