SIAS
EFR

Shine Investment Advisory Services’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Shine Investment Advisory Services’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
2019
Q3 		– Sell
-3,000
Closed -$39K – 730
2019
Q2 		$39K Hold
3,000
– – 0.02% 345
2019
Q1 		$39K Hold
3,000
– – 0.02% 352
2018
Q4 		$38K Buy
+3,000
New +$40.1K 0.02% 328

Other funds holding EFR

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Shine Investment Advisory Services's EFR Position: Q3 2019 in Review

Shine Investment Advisory Services sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q3 2019, closing a stake of 3,000 shares — an estimated $39K sold.

Shine Investment Advisory Services first reported a position in EFR in Q4 2018 and held it in 3 quarters. The position peaked at $39K in Q2 2019. 98 funds tracked by Wall St. Rank hold EFR as of Q3 2019.

  • Shine Investment Advisory Services reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q3 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 3,000 Eaton Vance Senior Floating-Rate Fund shares in Q3 2019, an estimated $39K.
  • Shine Investment Advisory Services first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2018 and held it in 3 quarters.
  • Shine Investment Advisory Services's Eaton Vance Senior Floating-Rate Fund position peaked at $39K in Q2 2019.
  • 98 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2019.

Based on Shine Investment Advisory Services's 13F filing for Q3 2019, filed 29 Oct 2019.