SFS
EFR

Sowell Financial Services’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-105
Closed -$1K – 1126
2021
Q1 		$1K Buy
105
+2
+2% +$27 ﹤0.01% 2926
2020
Q4 		$1K Sell
103
-14
-12% -$175 ﹤0.01% 2564
2020
Q3 		$1K Buy
117
+2
+2% +$23 ﹤0.01% 2351
2020
Q2 		$1K Sell
115
-7
-6% -$76 ﹤0.01% 2276
2020
Q1 		$1K Buy
122
+3
+3% +$37 ﹤0.01% 2225
2019
Q4 		$2K Buy
119
+1
+0.8% +$13 ﹤0.01% 2179
2019
Q3 		$2K Buy
+118
New +$1.54K ﹤0.01% 2062

Other funds holding EFR

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

Sowell Financial Services's EFR Position: Q2 2021 in Review

Sowell Financial Services sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2021, closing a stake of 105 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in EFR in Q3 2019 and held it in 7 quarters. The position peaked at $2K in Q4 2019. 90 funds tracked by Wall St. Rank hold EFR as of Q2 2021.

  • Sowell Financial Services reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 105 Eaton Vance Senior Floating-Rate Fund shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Eaton Vance Senior Floating-Rate Fund position peaked at $2K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.