Advisory Services Network’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Advisory Services Network’s Portfolio EFF Stock Details EFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,900	Closed	-$70K	–	2767
2018 Q4	$70K	Hold	4,900	–	–	0.01%	1025
2018 Q3	$78K	Hold	4,900	–	–	0.01%	1077
2018 Q2	$80K	Sell	4,900 -1,640	-25%	-$27.4K	0.01%	1046
2018 Q1	$109K	Buy	6,540 +1,640	+33%	+$26.8K	0.01%	996
2017 Q4	$80K	Hold	4,900	–	–	0.01%	1062
2017 Q3	$81K	Hold	4,900	–	–	0.01%	933
2017 Q2	$82K	Hold	4,900	–	–	0.01%	901
2017 Q1	$83K	Buy	+4,900	New	+$83.4K	0.01%	844
2016 Q3	$52K	Buy	3,300 +1,300	+65%	+$20K	0.01%	859
2016 Q2	$30K	Buy	+2,000	New	+$30K	0.01%	929

Other funds holding EFF

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Advisory Services Network's EFF Position: Q1 2019 in Review

Advisory Services Network sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2019, closing a stake of 4,900 shares — an estimated $70K sold.

Advisory Services Network first reported a position in EFF in Q2 2016 and held it in 10 quarters. The position peaked at $109K in Q1 2018. 38 funds tracked by Wall St. Rank hold EFF as of Q1 2019.

Advisory Services Network reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2019 after selling out during the quarter.
Advisory Services Network sold 4,900 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2019, an estimated $70K.
Advisory Services Network first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q2 2016 and held it in 10 quarters.
Advisory Services Network's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $109K in Q1 2018.
38 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2019.

Based on Advisory Services Network's 13F filing for Q1 2019, filed 20 May 2019.