SA
EFR

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

Strategic Advocates’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
2026
Q1 		– Sell
-1,552
Closed -$17.2K – 362
2025
Q4 		$17.2K Buy
1,552
+9
+0.6% +$101 ﹤0.01% 306
2025
Q3 		$17.7K Buy
+1,543
New +$18.2K ﹤0.01% 299

Other funds holding EFR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Strategic Advocates's EFR Position: Q1 2026 in Review

Strategic Advocates sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2026, closing a stake of 1,552 shares — an estimated $17.2K sold.

Strategic Advocates first reported a position in EFR in Q3 2025 and held it in 2 quarters. The position peaked at $17.7K in Q3 2025. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

  • Strategic Advocates reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 1,552 Eaton Vance Senior Floating-Rate Fund shares in Q1 2026, an estimated $17.2K.
  • Strategic Advocates first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Eaton Vance Senior Floating-Rate Fund position peaked at $17.7K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.