BRWM
EFL

B. Riley Wealth Management’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

B. Riley Wealth Management’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
2018
Q4 		– Sell
-22,975
Closed -$213K – 416
2018
Q3 		$213K Buy
+22,975
New +$214K 0.05% 277

Other funds holding EFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

B. Riley Wealth Management's EFL Position: Q4 2018 in Review

B. Riley Wealth Management sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q4 2018, closing a stake of 22,975 shares — an estimated $213K sold.

B. Riley Wealth Management first reported a position in EFL in Q3 2018 and held it in 1 quarter. The position peaked at $213K in Q3 2018. 31 funds tracked by Wall St. Rank hold EFL as of Q4 2018.

  • B. Riley Wealth Management reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Management sold 22,975 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q4 2018, an estimated $213K.
  • B. Riley Wealth Management first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q3 2018 and held it in 1 quarter.
  • B. Riley Wealth Management's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $213K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q4 2018.

Based on B. Riley Wealth Management's 13F filing for Q4 2018, filed 19 Feb 2019.