TWC
EFR

TD Waterhouse Canada’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

TD Waterhouse Canada’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
-1,450
Closed -$21.8K – 1724
2022
Q3 		$21.8K Buy
+1,450
New +$17.6K ﹤0.01% 1079

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

TD Waterhouse Canada's EFR Position: Q4 2022 in Review

TD Waterhouse Canada sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2022, closing a stake of 1,450 shares — an estimated $21.8K sold.

TD Waterhouse Canada first reported a position in EFR in Q3 2022 and held it in 1 quarter. The position peaked at $21.8K in Q3 2022. 93 funds tracked by Wall St. Rank hold EFR as of Q4 2022.

  • TD Waterhouse Canada reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2022 after selling out during the quarter.
  • TD Waterhouse Canada sold 1,450 Eaton Vance Senior Floating-Rate Fund shares in Q4 2022, an estimated $21.8K.
  • TD Waterhouse Canada first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2022 and held it in 1 quarter.
  • TD Waterhouse Canada's Eaton Vance Senior Floating-Rate Fund position peaked at $21.8K in Q3 2022.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2022.

Based on TD Waterhouse Canada's 13F filing for Q4 2022, filed 13 Nov 2023.