SWP
EFR

Stratos Wealth Partners’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Stratos Wealth Partners’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
2025
Q1 		– Sell
-19,729
Closed -$253K – 1400
2024
Q4 		$253K Sell
19,729
-1,013
-5% -$13K ﹤0.01% 1234
2024
Q3 		$264K Buy
+20,742
New +$267K ﹤0.01% 1210
2024
Q1 		– Sell
-10,195
Closed -$129K – 1405
2023
Q4 		$129K Hold
10,195
– – ﹤0.01% 1312
2023
Q3 		$123K Sell
10,195
-415
-4% -$5K ﹤0.01% 1218
2023
Q2 		$125K Sell
10,610
-65
-0.6% -$740 ﹤0.01% 1139
2023
Q1 		$121K Hold
10,675
– – ﹤0.01% 1075
2022
Q4 		$117K Buy
10,675
+395
+4% +$4.42K ﹤0.01% 1087
2022
Q3 		$114K Sell
10,280
-11,789
-53% -$143K ﹤0.01% 1069
2022
Q2 		$271K Buy
22,069
+11
+0% +$138 0.01% 970
2022
Q1 		$296K Buy
22,058
+3,269
+17% +$45.9K 0.01% 990
2021
Q4 		$277K Buy
18,789
+9
+0% +$135 0.01% 1027
2021
Q3 		$274K Buy
18,780
+9
+0% +$128 0.01% 974
2021
Q2 		$266K Buy
18,771
+797
+4% +$11.2K 0.01% 1020
2021
Q1 		$248K Sell
17,974
-538
-3% -$7.25K 0.01% 956
2020
Q4 		$236K Hold
18,512
– – 0.01% 940
2020
Q3 		$215K Hold
18,512
– – 0.01% 899
2020
Q2 		$210K Hold
18,512
– – 0.01% 879
2020
Q1 		$183K Hold
18,512
– – 0.01% 820
2019
Q4 		$251K Hold
18,512
– – 0.01% 823
2019
Q3 		$241K Hold
18,512
– – 0.01% 806
2019
Q2 		$242K Buy
18,512
+450
+2% +$5.97K 0.01% 806
2019
Q1 		$235K Hold
18,062
– – 0.01% 806
2018
Q4 		$227K Hold
18,062
– – 0.01% 761
2018
Q3 		$254K Sell
18,062
-245
-1% -$3.47K 0.01% 770
2018
Q2 		$263K Buy
18,307
+245
+1% +$3.6K 0.01% 797
2018
Q1 		$267K Hold
18,062
– – 0.01% 772
2017
Q4 		$261K Buy
18,062
+860
+5% +$12.4K 0.01% 761
2017
Q3 		$257K Buy
17,202
+1,330
+8% +$19.7K 0.01% 751
2017
Q2 		$237K Buy
+15,872
New +$236K 0.01% 724

Other funds holding EFR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Stratos Wealth Partners's EFR Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2025, closing a stake of 19,729 shares — an estimated $253K sold.

Stratos Wealth Partners first reported a position in EFR in Q2 2017 and held it in 29 quarters. The position peaked at $296K in Q1 2022. 87 funds tracked by Wall St. Rank hold EFR as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 19,729 Eaton Vance Senior Floating-Rate Fund shares in Q1 2025, an estimated $253K.
  • Stratos Wealth Partners first reported a position in Eaton Vance Senior Floating-Rate Fund in Q2 2017 and held it in 29 quarters.
  • Stratos Wealth Partners's Eaton Vance Senior Floating-Rate Fund position peaked at $296K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.