Avantax Advisory Services’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Avantax Advisory Services’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 Q4	–	Sell	-10,870	Closed	-$134K	–	1600
2023 Q3	$134K	Buy	10,870 +33	+0.3%	+$399	﹤0.01%	1474
2023 Q2	$127K	Buy	10,837 +219	+2%	+$2.51K	﹤0.01%	1433
2023 Q1	$122K	Buy	+10,618	New	+$124K	﹤0.01%	1416
2020 Q4	–	Sell	-15,097	Closed	-$178K	–	1042
2020 Q3	$178K	Buy	+15,097	New	+$178K	﹤0.01%	1248

Other funds holding EFT

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MHIC

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

AAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Avantax Advisory Services's EFT Position: Q4 2023 in Review

Avantax Advisory Services sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2023, closing a stake of 10,870 shares — an estimated $134K sold.

Avantax Advisory Services first reported a position in EFT in Q3 2020 and held it in 4 quarters. The position peaked at $178K in Q3 2020. 80 funds tracked by Wall St. Rank hold EFT as of Q4 2023.

Avantax Advisory Services reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 10,870 Eaton Vance Floating-Rate Income Trust shares in Q4 2023, an estimated $134K.
Avantax Advisory Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2020 and held it in 4 quarters.
Avantax Advisory Services's Eaton Vance Floating-Rate Income Trust position peaked at $178K in Q3 2020.
80 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.