AWM
EFF

AE Wealth Management’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

AE Wealth Management’s Portfolio EFF Stock Details EFF Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
2019
Q3 		$154K Sell
2019
Q2 		$162K Buy
2017
Q4 		– Sell
2017
Q3 		$496K Buy
2017
Q2 		$460K Buy