A detailed history of Steward Partners Investment Advisory, LLC transactions in Eaton Vance Senior Floating Rate Trust stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 7,300 shares of EFR stock, worth $94,389. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,300
Previous 7,300 -0.0%
Holding current value
$94,389
Previous $95,000 2.11%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024

BUY
$11.37 - $12.76 $11,370 - $12,760
1,000 Added 15.87%
7,300 $92,000
Q3 2022

Nov 10, 2022

BUY
$10.94 - $13.15 $3,282 - $3,945
300 Added 5.0%
6,300 $70,000
Q2 2022

Aug 04, 2022

BUY
$11.63 - $14.02 $13,956 - $16,824
1,200 Added 25.0%
6,000 $74,000
Q3 2021

Nov 12, 2021

BUY
$13.79 - $14.94 $4,826 - $5,229
350 Added 7.87%
4,800 $70,000
Q2 2021

Aug 13, 2021

SELL
$13.84 - $14.27 $32,524 - $33,534
-2,350 Reduced 34.56%
4,450 $63,000
Q1 2021

May 14, 2021

BUY
$12.66 - $13.87 $86,088 - $94,316
6,800 New
6,800 $93,000
Q2 2020

Aug 06, 2020

SELL
$9.44 - $11.7 $11,800 - $14,625
-1,250 Closed
0 $0
Q4 2019

Jan 17, 2020

BUY
$12.79 - $13.55 $15,987 - $16,937
1,250 New
1,250 $16,000
Q4 2018

Jan 15, 2019

SELL
$12.06 - $14.12 $1,206 - $1,412
-100 Closed
0 $0
Q4 2017

Jan 19, 2018

BUY
$14.03 - $14.9 $1,403 - $1,490
100
100 $1,000

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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.