XEFRX

Eaton Vance Sr Fltg Rate Tr

Latest period2024 - Q4Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 9 superinvestors own shares of Eaton Vance Sr Fltg Rate Tr (XEFRX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Eaton Vance Sr Fltg Rate Tr (XEFRX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Eaton Vance Sr Fltg Rate Tr (XEFRX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Eaton Vance Sr Fltg Rate Tr (XEFRX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 25.79%
0.04%
$849,664
66,380 shares@ 12.8 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -3.76%
0.02%
$701,107
54,774 shares@ 12.8 avg price
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
Decreased -1.99%
0.3%
$467,420
35,983 shares@ 13.0 avg price
Katherine Saltonstall@Sandy Cove Advisors, Llc
Recent Activity
Increased 0.12%
0.14%
$337,750
26,387 shares@ 12.8 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -1.26%
0.03%
$323,760
25,294 shares@ 12.8 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$277,801
21,788 shares@ 12.76 avg price
Jeremy Schletz@Edge Financial Advisors Llc
Recent Activity
Increased 2.41%
0.14%
$146,353
11,434 shares@ 12.8 avg price
Samuel Hackwood@Jtc Employer Solutions Trustee Ltd
Recent Activity
0.01%
$91,000
7,000 shares@ 13.0 avg price
Debbie Hall@Future Financial Wealth Managment Llc
Recent Activity
0.01%
$10,240
800 shares@ 12.8 avg price