SCA
EFR

Sandy Cove Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Sandy Cove Advisors’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
2026
Q2 		$106K Sell
10,000
-14,850
-60% -$156K 0.03% 161
2026
Q1 		$262K Hold
24,850
– – 0.08% 125
2025
Q4 		$277K Sell
24,850
-1,429
-5% -$16K 0.08% 116
2025
Q3 		$301K Buy
26,279
+31
+0.1% +$365 0.1% 109
2025
Q2 		$318K Buy
26,248
+31
+0.1% +$366 0.11% 97
2025
Q1 		$321K Sell
26,217
-170
-0.6% -$2.18K 0.13% 94
2024
Q4 		$338K Buy
26,387
+31
+0.1% +$398 0.13% 89
2024
Q3 		$336K Buy
26,356
+34
+0.1% +$438 0.14% 83
2024
Q2 		$344K Sell
26,322
-66
-0.3% -$865 0.15% 80
2024
Q1 		$344K Buy
26,388
+146
+0.6% +$1.9K 0.16% 82
2023
Q4 		$332K Buy
26,242
+33
+0.1% +$402 0.17% 87
2023
Q3 		$317K Buy
26,209
+230
+0.9% +$2.77K 0.18% 89
2023
Q2 		$305K Buy
25,979
+30
+0.1% +$341 0.17% 93
2023
Q1 		$294K Buy
25,949
+7,875
+44% +$91.5K 0.21% 71
2022
Q4 		$198K Sell
18,074
-7,837
-30% -$87.7K 0.16% 77
2022
Q3 		$288K Buy
25,911
+20
+0.1% +$242 0.26% 54
2022
Q2 		$318K Buy
25,891
+14,519
+128% +$181K 0.29% 51
2022
Q1 		$152K Buy
11,372
+12
+0.1% +$169 0.13% 100
2021
Q4 		$168K Buy
+11,360
New +$170K 0.14% 87

Other funds holding EFR

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

Sandy Cove Advisors's EFR Position: Q2 2026 in Review

Sandy Cove Advisors reduced its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 60% in Q2 2026, selling an estimated $156K and leaving 10,000 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #161.

Sandy Cove Advisors first reported a position in EFR in Q4 2021 and has held it in 19 quarters since. The position peaked at $344K in Q2 2024. 11 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

  • Sandy Cove Advisors held 10,000 shares of Eaton Vance Senior Floating-Rate Fund worth $106K as of Q2 2026.
  • Sandy Cove Advisors sold 14,850 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $156K.
  • Eaton Vance Senior Floating-Rate Fund made up 0.03% of Sandy Cove Advisors's portfolio in Q2 2026, its #161 holding.
  • Sandy Cove Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2021 and has held it in 19 quarters since.
  • Sandy Cove Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $344K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.