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	–	1127
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

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return