WLPWM
EFR

Walled Lake Planning & Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q1 		– Sell
-15
Closed – – 328
2020
Q4 		$0 Sell
15
-14
-48% -$175 ﹤0.01% 326
2020
Q3 		$0 Hold
29
– – ﹤0.01% 347
2020
Q2 		$0 Buy
29
+1
+4% +$11 ﹤0.01% 342
2020
Q1 		$0 Buy
+28
New +$350 ﹤0.01% 331

Other funds holding EFR

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EFR Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2021, closing a stake of 15 shares.

Walled Lake Planning & Wealth Management first reported a position in EFR in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 94 funds tracked by Wall St. Rank hold EFR as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 15 Eaton Vance Senior Floating-Rate Fund shares in Q1 2021.
  • Walled Lake Planning & Wealth Management first reported a position in Eaton Vance Senior Floating-Rate Fund in Q1 2020 and held it in 4 quarters.
  • Walled Lake Planning & Wealth Management's Eaton Vance Senior Floating-Rate Fund position peaked at $0 in Q4 2020.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.