S
EFR

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

SignatureFD’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
2020
Q4 		– Sell
-2,000
Closed -$23K – 2583
2020
Q3 		$23K Hold
2,000
– – ﹤0.01% 1306
2020
Q2 		$23K Hold
2,000
– – ﹤0.01% 1277
2020
Q1 		$20K Buy
+2,000
New +$25K ﹤0.01% 1226

Other funds holding EFR

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SignatureFD's EFR Position: Q4 2020 in Review

SignatureFD sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2020, closing a stake of 2,000 shares — an estimated $23K sold.

SignatureFD first reported a position in EFR in Q1 2020 and held it in 3 quarters. The position peaked at $23K in Q3 2020. 95 funds tracked by Wall St. Rank hold EFR as of Q4 2020.

  • SignatureFD reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2020 after selling out during the quarter.
  • SignatureFD sold 2,000 Eaton Vance Senior Floating-Rate Fund shares in Q4 2020, an estimated $23K.
  • SignatureFD first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2020 and held it in 3 quarters.
  • SignatureFD's Eaton Vance Senior Floating-Rate Fund position peaked at $23K in Q3 2020.
  • 95 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2020.

Based on SignatureFD's 13F filing for Q4 2020, filed 11 Feb 2021.