Arkadios Wealth Advisors’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

Arkadios Wealth Advisors’s Portfolio EFL Stock Details EFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,233	Closed	-$58K	–	2109
2021 Q2	$58K	Buy	6,233 +65	+1%	+$614	0.01%	881
2021 Q1	$58K	Buy	6,168 +69	+1%	+$638	0.01%	653
2020 Q4	$54K	Buy	+6,099	New	+$53.3K	0.01%	545

Other funds holding EFL

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

EVM

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Arkadios Wealth Advisors's EFL Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q3 2021, closing a stake of 6,233 shares — an estimated $58K sold.

Arkadios Wealth Advisors first reported a position in EFL in Q4 2020 and held it in 3 quarters. The position peaked at $58K in Q2 2021. 33 funds tracked by Wall St. Rank hold EFL as of Q3 2021.

Arkadios Wealth Advisors reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 6,233 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q3 2021, an estimated $58K.
Arkadios Wealth Advisors first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q4 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $58K in Q2 2021.
33 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.