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

Aevitas Wealth Management’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 Q2	–	Sell	-1,000	Closed	-$14K	–	377
2019 Q1	$14K	Hold	1,000	–	–	0.01%	283
2018 Q4	$14K	Hold	1,000	–	–	0.01%	280
2018 Q3	$16K	Hold	1,000	–	–	0.01%	308
2018 Q2	$17K	Hold	1,000	–	–	0.02%	292
2018 Q1	$17K	Hold	1,000	–	–	0.02%	274
2017 Q4	$16K	Buy	+1,000	New	+$16.4K	0.02%	281

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

CRC

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

EVM

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

AAM

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

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

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

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

MHIC

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

WAM

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

Aevitas Wealth Management's EFF Position: Q2 2019 in Review

Aevitas Wealth Management sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q2 2019, closing a stake of 1,000 shares — an estimated $14K sold.

Aevitas Wealth Management first reported a position in EFF in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q2 2018. 38 funds tracked by Wall St. Rank hold EFF as of Q2 2019.

Aevitas Wealth Management reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,000 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q2 2019, an estimated $14K.
Aevitas Wealth Management first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $17K in Q2 2018.
38 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.