WQ
EFR

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

Wealth Quarterback’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
2020
Q2 		– Sell
-7,097
Closed -$70.1K – 290
2020
Q1 		$70.1K Sell
7,097
-2,262
-24% -$28.2K 0.06% 183
2019
Q4 		$94K Buy
+9,359
New +$122K 0.08% 167

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Quarterback's EFR Position: Q2 2020 in Review

Wealth Quarterback sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q2 2020, closing a stake of 7,097 shares — an estimated $70.1K sold.

Wealth Quarterback first reported a position in EFR in Q4 2019 and held it in 2 quarters. The position peaked at $94K in Q4 2019. 88 funds tracked by Wall St. Rank hold EFR as of Q2 2020.

  • Wealth Quarterback reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q2 2020 after selling out during the quarter.
  • Wealth Quarterback sold 7,097 Eaton Vance Senior Floating-Rate Fund shares in Q2 2020, an estimated $70.1K.
  • Wealth Quarterback first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2019 and held it in 2 quarters.
  • Wealth Quarterback's Eaton Vance Senior Floating-Rate Fund position peaked at $94K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.