AF
EFT

Advisornet Financial’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Advisornet Financial’s Portfolio EFT Stock Details EFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-640
Closed -$8.66K – 1708
2019
Q1 		$8K Hold
640
– – ﹤0.01% 1225
2018
Q4 		$8K Hold
640
– – ﹤0.01% 1133
2018
Q3 		$9K Hold
640
– – ﹤0.01% 1145
2018
Q2 		$9K Hold
640
– – ﹤0.01% 1158
2018
Q1 		$10K Hold
640
– – ﹤0.01% 1089
2017
Q4 		$9K Buy
+640
New +$9.22K ﹤0.01% 1019

Other funds holding EFT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Advisornet Financial's EFT Position: Q2 2019 in Review

Advisornet Financial sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2019, closing a stake of 640 shares — an estimated $8.66K sold.

Advisornet Financial first reported a position in EFT in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q1 2018. 94 funds tracked by Wall St. Rank hold EFT as of Q2 2019.

  • Advisornet Financial reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2019 after selling out during the quarter.
  • Advisornet Financial sold 640 Eaton Vance Floating-Rate Income Trust shares in Q2 2019, an estimated $8.66K.
  • Advisornet Financial first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2017 and held it in 6 quarters.
  • Advisornet Financial's Eaton Vance Floating-Rate Income Trust position peaked at $10K in Q1 2018.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2019.

Based on Advisornet Financial's 13F filing for Q2 2019, filed 15 Jul 2019.