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

Baystate 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
2023 Q4	$12.8K	Buy	+1,018	New	+$12.4K	﹤0.01%	670
2022 Q3	–	Sell	-529	Closed	-$6K	–	898
2022 Q2	$6K	Buy	529 +10	+2%	+$125	﹤0.01%	639
2022 Q1	$7K	Buy	519 +9	+2%	+$126	﹤0.01%	620
2021 Q4	$8K	Buy	510 +8	+2%	+$119	﹤0.01%	597
2021 Q3	$7K	Buy	+502	New	+$7.38K	﹤0.01%	564

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

Baystate Wealth Management's EFT Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2023: 1,018 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in EFT as recently as Q2 2022.

Baystate Wealth Management first reported a position in EFT in Q3 2021 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold EFT as of Q4 2023.

Baystate Wealth Management held 1,018 shares of Eaton Vance Floating-Rate Income Trust worth $12.8K as of Q4 2023.
Eaton Vance Floating-Rate Income Trust was a new Baystate Wealth Management position in Q4 2023.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #670 holding.
Baystate Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2021 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.