AWA
EFT

Amplius Wealth Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-705
Closed -$10K – 381
2021
Q4 		$10K Buy
+705
New +$10.5K ﹤0.01% 606

Other funds holding EFT

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
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Amplius Wealth Advisors's EFT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2022, closing a stake of 705 shares — an estimated $10K sold.

Amplius Wealth Advisors first reported a position in EFT in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 82 funds tracked by Wall St. Rank hold EFT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 705 Eaton Vance Floating-Rate Income Trust shares in Q1 2022, an estimated $10K.
  • Amplius Wealth Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $10K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.