Advocacy Wealth Management Services’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Advocacy Wealth Management Services’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
2017 Q2	–	Sell	-2,000	Closed	-$30K	–	284
2017 Q1	$30K	Hold	2,000	–	–	0.01%	113
2016 Q4	$30K	Hold	2,000	–	–	0.01%	108
2016 Q3	$28K	Hold	2,000	–	–	0.01%	160
2016 Q2	$27K	Hold	2,000	–	–	0.01%	197
2016 Q1	$26K	Buy	+2,000	New	+$24.7K	0.02%	258

Other funds holding EFT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

MHIC

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

AAM

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

Advocacy Wealth Management Services's EFT Position: Q2 2017 in Review

Advocacy Wealth Management Services sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2017, closing a stake of 2,000 shares — an estimated $30K sold.

Advocacy Wealth Management Services first reported a position in EFT in Q1 2016 and held it in 5 quarters. The position peaked at $30K in Q1 2017. 68 funds tracked by Wall St. Rank hold EFT as of Q2 2017.

Advocacy Wealth Management Services reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 2,000 Eaton Vance Floating-Rate Income Trust shares in Q2 2017, an estimated $30K.
Advocacy Wealth Management Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2016 and held it in 5 quarters.
Advocacy Wealth Management Services's Eaton Vance Floating-Rate Income Trust position peaked at $30K in Q1 2017.
68 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.