SFO
EFR

Standard Family Office’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Standard Family Office’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
2022
Q4 		– Sell
-22,000
Closed -$244K – 139
2022
Q3 		$244K Hold
22,000
– – 0.11% 29
2022
Q2 		$270K Buy
+22,000
New +$275K 2.68% 7

Other funds holding EFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Standard Family Office's EFR Position: Q4 2022 in Review

Standard Family Office sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2022, closing a stake of 22,000 shares — an estimated $244K sold.

Standard Family Office first reported a position in EFR in Q2 2022 and held it in 2 quarters. The position peaked at $270K in Q2 2022. 93 funds tracked by Wall St. Rank hold EFR as of Q4 2022.

  • Standard Family Office reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 22,000 Eaton Vance Senior Floating-Rate Fund shares in Q4 2022, an estimated $244K.
  • Standard Family Office first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2022 and held it in 2 quarters.
  • Standard Family Office's Eaton Vance Senior Floating-Rate Fund position peaked at $270K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.