V Wealth Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

V Wealth Advisors’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 Q2	–	Sell	-50,000	Closed	-$671K	–	421
2022 Q1	$671K	Buy	50,000 +20,000	+67%	+$281K	0.11%	201
2021 Q4	$443K	Sell	30,000 -425	-1%	-$6.36K	0.06%	278
2021 Q3	$445K	Buy	+30,425	New	+$434K	0.07%	288

Other funds holding EFR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCP

Shorepoint Capital Partners Norwood, Massachusetts $503M AUM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

V Wealth Advisors's EFR Position: Q2 2022 in Review

V Wealth Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2022, closing a stake of 50,000 shares — an estimated $671K sold.

V Wealth Advisors first reported a position in EFR in Q3 2021 and held it in 3 quarters. The position peaked at $671K in Q1 2022. 79 funds tracked by Wall St. Rank hold EFR as of Q2 2022.

V Wealth Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 50,000 Eaton Vance Senior Floating-Rate Fund shares in Q2 2022, an estimated $671K.
V Wealth Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2021 and held it in 3 quarters.
V Wealth Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $671K in Q1 2022.
79 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.