SA
EFR

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

SFI 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
2025
Q1 		– Sell
-29,440
Closed -$377K – 75
2024
Q4 		$377K Buy
29,440
+9,434
+47% +$121K 0.26% 56
2024
Q3 		$255K Buy
+20,006
New +$258K 0.18% 61
2022
Q4 		– Sell
-21,440
Closed -$238K – 84
2022
Q3 		$238K Hold
21,440
– – 0.28% 47
2022
Q2 		$263K Hold
21,440
– – 0.29% 43
2022
Q1 		$287 Hold
21,440
– – 0.17% 46
2021
Q4 		$323K Buy
+21,440
New +$321K 0.29% 43

Other funds holding EFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $43.3B AUM 29.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

SFI Advisors's EFR Position: Q1 2025 in Review

SFI Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2025, closing a stake of 29,440 shares — an estimated $377K sold.

SFI Advisors first reported a position in EFR in Q4 2021 and held it in 6 quarters. The position peaked at $377K in Q4 2024. 87 funds tracked by Wall St. Rank hold EFR as of Q1 2025.

  • SFI Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2025 after selling out during the quarter.
  • SFI Advisors sold 29,440 Eaton Vance Senior Floating-Rate Fund shares in Q1 2025, an estimated $377K.
  • SFI Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2021 and held it in 6 quarters.
  • SFI Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $377K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2025.

Based on SFI Advisors's 13F filing for Q1 2025, filed 13 May 2025.