BHWM
EFT

Bar Harbor Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Bar Harbor Wealth Management’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
2017
Q1 		– Sell
-14,825
Closed -$221K – 339
2016
Q4 		$221K Hold
14,825
– – 0.02% 334
2016
Q3 		$211K Hold
14,825
– – 0.02% 327
2016
Q2 		$199K Buy
+14,825
New +$198K 0.02% 309

Other funds holding EFT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bar Harbor Wealth Management's EFT Position: Q1 2017 in Review

Bar Harbor Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2017, closing a stake of 14,825 shares — an estimated $221K sold.

Bar Harbor Wealth Management first reported a position in EFT in Q2 2016 and held it in 3 quarters. The position peaked at $221K in Q4 2016. 68 funds tracked by Wall St. Rank hold EFT as of Q1 2017.

  • Bar Harbor Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2017 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 14,825 Eaton Vance Floating-Rate Income Trust shares in Q1 2017, an estimated $221K.
  • Bar Harbor Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2016 and held it in 3 quarters.
  • Bar Harbor Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $221K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2017.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2017, filed 7 Apr 2017.