1607 Capital Partners, LLC EFR β€” EATON VANCE SR FLTNG RTE TR

Ownership history in 1607 Capital Partners, LLC  Β·  5 quarters on record

AI Ownership Summary

1607 Capital Partners, LLC reported EATON VANCE SR FLTNG RTE TR (EFR) in 5 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.09% in 2025 Q4. The latest visible filing shows EFR at 1.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1607 Capital Partners, LLC's position in EATON VANCE SR FLTNG RTE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EFR was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1607 Capital Partners, LLC held EFR β€” position size vs. price
% of Fund (quarterly)    EFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 1,432,147 +1,100,058 +331.3% 1.09% $16.0M 2026-02-14 (Est.) $10.87
2025 Q3 ADDED β€” β€” β€” 332,089 +215,889 +185.8% 0.29% $3.8M 2025-11-14 $10.76
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About 1607 Capital Partners, LLC and EFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1607 Capital Partners, LLC reported owning EFR?

1607 Capital Partners, LLC reported EFR across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported EFR position in 1607 Capital Partners, LLC's portfolio?

The largest reported portfolio weight for EFR was 1.09% in 2025 Q4.

What is the latest reported EFR position on this page?

The most recent filing on this page is 2025 Q4, when 1607 Capital Partners, LLC reported 1,432,147 shares, equal to 1.09% of portfolio, with an estimated market value of $16.0M.

What does the chart on this EFR ownership page compare?

The chart compares 1607 Capital Partners, LLC's quarterly EFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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