BCWM
EFL

Bartlett & Co Wealth Management’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

Bartlett & Co 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
2020
Q2 		– Sell
-6,000
Closed -$44.8K – 898
2020
Q1 		$44.8K Buy
+6,000
New +$53.1K ﹤0.01% 481

Other funds holding EFL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bartlett & Co Wealth Management's EFL Position: Q2 2020 in Review

Bartlett & Co Wealth Management sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q2 2020, closing a stake of 6,000 shares — an estimated $44.8K sold.

Bartlett & Co Wealth Management first reported a position in EFL in Q1 2020 and held it in 1 quarter. The position peaked at $44.8K in Q1 2020. 32 funds tracked by Wall St. Rank hold EFL as of Q2 2020.

  • Bartlett & Co Wealth Management reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q2 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 6,000 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q2 2020, an estimated $44.8K.
  • Bartlett & Co Wealth Management first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q1 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $44.8K in Q1 2020.
  • 32 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q2 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2020, filed 13 Feb 2024.