SWM
EFR

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

SeaCrest Wealth Management’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
2018
Q1 		– Sell
-1,069
Closed -$15K – 2216
2017
Q4 		$15K Buy
+1,069
New +$15.4K ﹤0.01% 1436

Other funds holding EFR

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

SeaCrest Wealth Management's EFR Position: Q1 2018 in Review

SeaCrest Wealth Management sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2018, closing a stake of 1,069 shares — an estimated $15K sold.

SeaCrest Wealth Management first reported a position in EFR in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 75 funds tracked by Wall St. Rank hold EFR as of Q1 2018.

  • SeaCrest Wealth Management reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,069 Eaton Vance Senior Floating-Rate Fund shares in Q1 2018, an estimated $15K.
  • SeaCrest Wealth Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2017 and held it in 1 quarter.
  • SeaCrest Wealth Management's Eaton Vance Senior Floating-Rate Fund position peaked at $15K in Q4 2017.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2018.

Based on SeaCrest Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.