BPA
EFT

Beacon Pointe Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Beacon Pointe Advisors’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
2021
Q4 		– Sell
-11,410
Closed -$166K – 953
2021
Q3 		$166K Buy
+11,410
New +$168K ﹤0.01% 868

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Pointe Advisors's EFT Position: Q4 2021 in Review

Beacon Pointe Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2021, closing a stake of 11,410 shares — an estimated $166K sold.

Beacon Pointe Advisors first reported a position in EFT in Q3 2021 and held it in 1 quarter. The position peaked at $166K in Q3 2021. 75 funds tracked by Wall St. Rank hold EFT as of Q4 2021.

  • Beacon Pointe Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 11,410 Eaton Vance Floating-Rate Income Trust shares in Q4 2021, an estimated $166K.
  • Beacon Pointe Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2021 and held it in 1 quarter.
  • Beacon Pointe Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $166K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2021.

Based on Beacon Pointe Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.