AWG
EFT

Altus Wealth Group’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-3,597
Closed -$47K – 347
2020
Q4 		$47K Buy
+3,597
New +$46.5K 0.04% 229

Other funds holding EFT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altus Wealth Group's EFT Position: Q1 2021 in Review

Altus Wealth Group sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2021, closing a stake of 3,597 shares — an estimated $47K sold.

Altus Wealth Group first reported a position in EFT in Q4 2020 and held it in 1 quarter. The position peaked at $47K in Q4 2020. 92 funds tracked by Wall St. Rank hold EFT as of Q1 2021.

  • Altus Wealth Group reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 3,597 Eaton Vance Floating-Rate Income Trust shares in Q1 2021, an estimated $47K.
  • Altus Wealth Group first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Eaton Vance Floating-Rate Income Trust position peaked at $47K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.