United Capital Financial Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $284K | Hold |
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|
2019
Q3 | $273K | Sell |
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|
2019
Q2 | $276K | Sell |
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|
2019
Q1 | $280K | Buy |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $1.27M | Sell |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $1.35M | Sell |
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|
2017
Q4 | $1.48M | Buy |
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|
2017
Q3 | $1.48M | Buy |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $1.29M | Buy |
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|
2016
Q4 | $1.12M | Sell |
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|
2016
Q3 | $1.47M | Sell |
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|
2016
Q2 | $2.86M | Sell |
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|
2016
Q1 | $3.1M | Sell |
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|
2015
Q4 | $3.83M | Buy |
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|
2015
Q3 | $3.96M | Buy |
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|
2015
Q2 | $3.67M | Buy |
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|
2015
Q1 | $3.12M | Buy |
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|
2014
Q4 | $2.12M | Sell |
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|
2014
Q3 | $2.82M | Sell |
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|
2014
Q2 | $2.93M | Buy |
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|
2014
Q1 | $866K | Buy |
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