WA
EFR

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

WFG 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
2015
Q1 		– Sell
-15,700
Closed -$215K – 1840
2014
Q4 		$215K Buy
15,700
+4,000
+34% +$56K 0.04% 406
2014
Q3 		$168K Buy
11,700
+8,000
+216% +$117K 0.03% 493
2014
Q2 		$55K Hold
3,700
– – 0.01% 875
2014
Q1 		$56K Hold
3,700
– – 0.01% 864
2013
Q4 		$56K Buy
+3,700
New +$56.8K 0.01% 951

Other funds holding EFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's EFR Position: Q1 2015 in Review

WFG Advisors sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2015, closing a stake of 15,700 shares — an estimated $215K sold.

WFG Advisors first reported a position in EFR in Q4 2013 and held it in 5 quarters. The position peaked at $215K in Q4 2014. 66 funds tracked by Wall St. Rank hold EFR as of Q1 2015.

  • WFG Advisors reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 15,700 Eaton Vance Senior Floating-Rate Fund shares in Q1 2015, an estimated $215K.
  • WFG Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2013 and held it in 5 quarters.
  • WFG Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $215K in Q4 2014.
  • 66 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.