A detailed history of Financial Advocates Investment Management transactions in Eaton Vance Senior Floating Rate Trust stock. As of the latest transaction made, Financial Advocates Investment Management holds 96,664 shares of EFR stock, worth $1.26 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
96,664
Previous 96,914 0.26%
Holding current value
$1.26 Million
Previous $1.27 Million 2.76%
% of portfolio
0.07%
Previous 0.08%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$12.34 - $13.3 $3,085 - $3,325
-250 Reduced 0.26%
96,664 $1.23 Million
Q2 2024

Jul 26, 2024

BUY
$12.86 - $13.34 $15,753 - $16,341
1,225 Added 1.28%
96,914 $1.27 Million
Q1 2024

May 01, 2024

BUY
$12.67 - $13.24 $51,947 - $54,284
4,100 Added 4.48%
95,689 $1.25 Million
Q4 2023

Feb 08, 2024

SELL
$11.37 - $12.76 $7,390 - $8,294
-650 Reduced 0.7%
91,589 $1.16 Million
Q3 2023

Oct 27, 2023

BUY
$11.76 - $12.26 $899,698 - $937,951
76,505 Added 486.24%
92,239 $1.12 Million
Q2 2022

Aug 12, 2022

SELL
$11.63 - $14.02 $38,530 - $46,448
-3,313 Reduced 17.39%
15,734 $193,000
Q1 2022

May 11, 2022

SELL
$12.87 - $15.15 $16,731 - $19,695
-1,300 Reduced 6.39%
19,047 $255,000
Q4 2021

Feb 14, 2022

SELL
$14.53 - $15.54 $43,764 - $46,806
-3,012 Reduced 12.89%
20,347 $300,000
Q2 2021

Aug 03, 2021

SELL
$13.84 - $14.27 $32,524 - $33,534
-2,350 Reduced 9.14%
23,359 $331,000
Q1 2021

May 10, 2021

SELL
$12.66 - $13.87 $31,650 - $34,675
-2,500 Reduced 8.86%
25,709 $355,000
Q4 2020

Feb 12, 2021

SELL
$11.74 - $13.06 $98,827 - $109,939
-8,418 Reduced 22.98%
28,209 $359,000
Q3 2020

Nov 04, 2020

SELL
$11.14 - $12.09 $45,395 - $49,266
-4,075 Reduced 10.01%
36,627 $426,000
Q2 2020

Aug 14, 2020

BUY
$9.44 - $11.7 $4,153 - $5,148
440 Added 1.09%
40,702 $461,000
Q1 2020

Apr 29, 2020

BUY
$7.91 - $13.86 $39,550 - $69,300
5,000 Added 14.18%
40,262 $398,000
Q4 2019

Feb 13, 2020

SELL
$12.79 - $13.55 $16,102 - $17,059
-1,259 Reduced 3.45%
35,262 $478,000
Q2 2019

Aug 08, 2019

SELL
$13.07 - $13.45 $509 - $524
-39 Reduced 0.11%
36,521 $478,000
Q4 2018

Feb 14, 2019

BUY
$12.06 - $14.12 $169,045 - $197,920
14,017 Added 62.18%
36,560 $458,000
Q3 2018

Nov 14, 2018

SELL
$14.01 - $14.36 $14,626 - $14,991
-1,044 Reduced 4.43%
22,543 $0
Q2 2018

Aug 09, 2018

BUY
$14.37 - $14.93 $3,290 - $3,418
229 Added 0.98%
23,587 $335,000
Q1 2018

May 11, 2018

SELL
$14.2 - $14.78 $15,620 - $16,258
-1,100 Reduced 4.5%
23,358 $345,000
Q4 2017

Feb 15, 2018

BUY
$14.03 - $14.9 $343,145 - $364,424
24,458
24,458 $353,000

Others Institutions Holding EFR

About EATON VANCE SENIOR FLOATING RATE TRUST


  • Ticker EFR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan In...
More about EFR
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.