Atria Wealth Solutions’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Atria Wealth Solutions’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
2023 Q2	–	Sell	-17,851	Closed	-$205K	–	1899
2023 Q1	$205K	Sell	17,851 -1,581	-8%	-$18.4K	﹤0.01%	1664
2022 Q4	$217K	Sell	19,432 -2,651	-12%	-$29.9K	﹤0.01%	1562
2022 Q3	$251K	Sell	22,083 -9,093	-29%	-$110K	﹤0.01%	1411
2022 Q2	$367K	Buy	31,176 +2,612	+9%	+$32.5K	0.01%	1119
2022 Q1	$378K	Buy	+28,564	New	+$401K	0.01%	1204

Other funds holding EFT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $984M AUM 19.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Atria Wealth Solutions's EFT Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2023, closing a stake of 17,851 shares — an estimated $205K sold.

Atria Wealth Solutions first reported a position in EFT in Q1 2022 and held it in 5 quarters. The position peaked at $378K in Q1 2022. 89 funds tracked by Wall St. Rank hold EFT as of Q2 2023.

Atria Wealth Solutions reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 17,851 Eaton Vance Floating-Rate Income Trust shares in Q2 2023, an estimated $205K.
Atria Wealth Solutions first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's Eaton Vance Floating-Rate Income Trust position peaked at $378K in Q1 2022.
89 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.