MarketPeel
Insider Trading Intelligence
KQ

Keith Quinton

EFR
INSIDER · EATON VANCE SENIOR FLOATING-RATE TRUST · CIK 0001754991
FILING MIX · LIFETIME81%/19%
BUYS
13
SELLS
3
TOTAL VALUE
$1.46M
COMPANIES
9
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
66,100
AVG SELL PX
$8.40
TRADE KIND
SHOWING 16 / 16
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
16 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Keith Quinton, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d16+50.00%-0.93%-1.59%+0.66%+0.82%
14d16+56.25%-1.51%-2.84%+1.33%+1.15%
30d16+50.00%-3.32%-4.29%+0.97%+1.44%
60d16+25.00%-5.95%-7.20%+1.25%+1.61%
90d16+37.50%-3.81%-4.29%+0.48%+0.39%
180d16+50.00%-5.33%+0.47%-5.79%-6.44%
1y16+68.75%+3.88%+9.80%-5.92%-5.23%
2y16(4 pending)+66.67%+8.75%+36.96%-28.21%-31.90%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
EFR · 10,500 shares · as of Dec 1, 2022
02,6255,2507,87510,50020212022SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
FLOW · 13 buys / 3 sellsCOVERAGE · 21 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
ETO
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND
PURCHASE
5,000$26.10$130.5K6,000Feb 20, 2025Feb 21, 2025View →
ETG
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUND
PURCHASE
10,000$19.14$191.4K10,000Feb 20, 2025Feb 21, 2025View →
EVT
EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND
PURCHASE
8,000$24.24$193.9K8,000Feb 20, 2025Feb 21, 2025View →
EXG
EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FUND
PURCHASE
10,000$8.48$84.8K10,000Feb 20, 2025Feb 21, 2025View →
ETO
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND
PURCHASE
1,000$22.09$22.1K1,000Jan 11, 2023Jan 11, 2023View →
ETO
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND
SALE
2,000$22.35$44.7K0Dec 1, 2022Dec 1, 2022View →
EVF
EATON VANCE SENIOR INCOME TRUST
SALE
15,000$5.45$81.8K7,700Dec 1, 2022Dec 1, 2022View →
EVV
EATON VANCE LTD DURATION INCOME FUND
SALE
8,000$10.43$83.4K0Dec 1, 2022Dec 1, 2022View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
PURCHASE
6,900$11.66$80.5K10,500Dec 1, 2022Dec 1, 2022View →
EFT
EATON VANCE FLOATING-RATE INCOME TRUST
PURCHASE
10,300$11.72$120.7K10,300Dec 1, 2022Dec 1, 2022View →
ETO
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUND
PURCHASE
2,000$30.24$60.5K2,000Mar 29, 2022Mar 29, 2022View →
EVF
EATON VANCE SENIOR INCOME TRUST
PURCHASE
15,000$6.74$101.1K22,700Dec 23, 2021Dec 27, 2021View →
EVV
EATON VANCE LTD DURATION INCOME FUND
PURCHASE
8,000$13.10$104.8K8,000Dec 23, 2021Dec 27, 2021View →
EOI
EATON VANCE ENHANCED EQUITY INCOME FUND
PURCHASE
3,600$16.12$58.0K3,600Jan 27, 2021Jan 28, 2021View →
EVF
EATON VANCE SENIOR INCOME TRUST
PURCHASE
7,700$6.49$50.0K7,700Jan 10, 2020Jan 10, 2020View →
EFR
EATON VANCE SENIOR FLOATING-RATE TRUST
PURCHASE
3,600$13.61$49.0K3,600Jan 10, 2020Jan 10, 2020View →
Other insiders · EFR
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About this filer
CIK 0001754991
ROLE
Insider
PRIMARY
EFR
COMPANIES
9
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001754991DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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