WFG Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-15,700
| Closed | -$215K | – | 1822 |
|
|
2014
Q4 | $215K | Buy |
15,700
+4,000
| +34% | +$54.8K | 0.04% | 406 |
|
|
2014
Q3 | $168K | Buy |
11,700
+8,000
| +216% | +$115K | 0.03% | 493 |
|
|
2014
Q2 | $55K | Hold |
3,700
| – | – | 0.01% | 873 |
|
|
2014
Q1 | $56K | Hold |
3,700
| – | – | 0.01% | 864 |
|
|
2013
Q4 | $56K | Buy |
+3,700
| New | +$56K | 0.01% | 951 |
|