Walled Lake Planning & Wealth Management, LLC Eaton Vance Senior Floating Rate Trust Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$12.66 - $13.87 $189 - $208	-15 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$11.74 - $13.06 $164 - $182	-14 Reduced 48.28%	15 $0
Q2 2020 Aug 18, 2020	BUY	$9.44 - $11.7 $9 - $11	1 Added 3.57%	29 $0
Q1 2020 May 15, 2020	BUY	$7.91 - $13.86 $221 - $388	28 New	28 $0

Others Institutions Holding EFR

# of Institutions

Shares Held

6.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

819K
Shares

$10.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

650K
Shares

$8.44 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

578K
Shares

$7.5 Million
0.05% of portfolio
Cambridge Investment Research Advisors, Inc.

564K
Shares

$7.33 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

416K
Shares

$5.4 Million
0.0% of portfolio

View Full List

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

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account