WAP
EFR

Wealthcare Advisory Partners’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Wealthcare Advisory Partners’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
2017
Q4 		– Sell
-900
Closed -$13K – 1102
2017
Q3 		$13K Buy
+900
New +$13.3K ﹤0.01% 493

Other funds holding EFR

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GC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wealthcare Advisory Partners's EFR Position: Q4 2017 in Review

Wealthcare Advisory Partners sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q4 2017, closing a stake of 900 shares — an estimated $13K sold.

Wealthcare Advisory Partners first reported a position in EFR in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 78 funds tracked by Wall St. Rank hold EFR as of Q4 2017.

  • Wealthcare Advisory Partners reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q4 2017 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 900 Eaton Vance Senior Floating-Rate Fund shares in Q4 2017, an estimated $13K.
  • Wealthcare Advisory Partners first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2017 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Eaton Vance Senior Floating-Rate Fund position peaked at $13K in Q3 2017.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q4 2017.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2017, filed 14 Feb 2018.