Blodgett Wealth Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Blodgett Wealth 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
2023 Q2	–	Sell	-13,500	Closed	-$155K	–	67
2023 Q1	$155K	Sell	13,500 -5,000	-27%	-$58.3K	0.18%	61
2022 Q4	$205K	Sell	18,500 -6,250	-25%	-$70.6K	0.25%	61
2022 Q3	$281K	Sell	24,750 -20,000	-45%	-$242K	0.34%	48
2022 Q2	$527K	Sell	44,750 -20,000	-31%	-$249K	0.58%	37
2022 Q1	$856K	Buy	64,750 +2,500	+4%	+$35.1K	0.71%	36
2021 Q4	$939K	Buy	+62,250	New	+$928K	0.73%	34

Other funds holding EFT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Blodgett Wealth Advisors's EFT Position: Q2 2023 in Review

Blodgett Wealth Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2023, closing a stake of 13,500 shares — an estimated $155K sold.

Blodgett Wealth Advisors first reported a position in EFT in Q4 2021 and held it in 6 quarters. The position peaked at $939K in Q4 2021. 89 funds tracked by Wall St. Rank hold EFT as of Q2 2023.

Blodgett Wealth Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2023 after selling out during the quarter.
Blodgett Wealth Advisors sold 13,500 Eaton Vance Floating-Rate Income Trust shares in Q2 2023, an estimated $155K.
Blodgett Wealth Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2021 and held it in 6 quarters.
Blodgett Wealth Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $939K in Q4 2021.
89 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2023.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.