WEC
EFR

Winslow Evans & Crocker’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Winslow Evans & Crocker’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
2016
Q1 		– Sell
-200
Closed -$2.48K – 1302
2015
Q4 		$2.48K Hold
200
– – ﹤0.01% 1201
2015
Q3 		$2.64K Hold
200
– – ﹤0.01% 1138
2015
Q2 		$2.75K Hold
200
– – ﹤0.01% 1173
2015
Q1 		$2.89K Hold
200
– – ﹤0.01% 1129
2014
Q4 		$2.74K Hold
200
– – ﹤0.01% 1159
2014
Q3 		$2.88K Hold
200
– – ﹤0.01% 1215
2014
Q2 		$2.97K Hold
200
– – ﹤0.01% 1140
2014
Q1 		$3.03K Sell
200
-221
-52% -$3.37K ﹤0.01% 1114
2013
Q4 		$6K Buy
+421
New +$6.47K ﹤0.01% 1075

Other funds holding EFR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Winslow Evans & Crocker's EFR Position: Q1 2016 in Review

Winslow Evans & Crocker sold out of Eaton Vance Senior Floating-Rate Fund (EFR) in Q1 2016, closing a stake of 200 shares — an estimated $2.48K sold.

Winslow Evans & Crocker first reported a position in EFR in Q4 2013 and held it in 9 quarters. The position peaked at $6K in Q4 2013. 73 funds tracked by Wall St. Rank hold EFR as of Q1 2016.

  • Winslow Evans & Crocker reported no remaining Eaton Vance Senior Floating-Rate Fund position as of Q1 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 200 Eaton Vance Senior Floating-Rate Fund shares in Q1 2016, an estimated $2.48K.
  • Winslow Evans & Crocker first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2013 and held it in 9 quarters.
  • Winslow Evans & Crocker's Eaton Vance Senior Floating-Rate Fund position peaked at $6K in Q4 2013.
  • 73 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2016.

Based on Winslow Evans & Crocker's 13F filing for Q1 2016, filed 20 Apr 2016.