VIA
EFR

Vantage Investment Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Vantage Investment 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
2018
Q3 		$24K Hold
1,700
– – 0.01% 393
2018
Q2 		$24K Hold
1,700
– – 0.01% 380
2018
Q1 		$25K Buy
+1,700
New +$24.6K 0.01% 384

Other funds holding EFR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Vantage Investment Advisors's EFR Position: Q3 2018 in Review

Vantage Investment Advisors held its Eaton Vance Senior Floating-Rate Fund (EFR) position steady in Q3 2018 at 1,700 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #393.

Vantage Investment Advisors first reported a position in EFR in Q1 2018 and has held it in 3 quarters since. The position peaked at $25K in Q1 2018. 83 funds tracked by Wall St. Rank hold EFR as of Q3 2018.

  • Vantage Investment Advisors held 1,700 shares of Eaton Vance Senior Floating-Rate Fund worth $24K as of Q3 2018.
  • Vantage Investment Advisors left its Eaton Vance Senior Floating-Rate Fund share count unchanged in Q3 2018.
  • Eaton Vance Senior Floating-Rate Fund made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #393 holding.
  • Vantage Investment Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2018 and has held it in 3 quarters since.
  • Vantage Investment Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $25K in Q1 2018.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.