BFPW
EFT

BOK Financial Private Wealth’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

BOK Financial Private Wealth’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
Q3 		– Sell
-1,982
Closed -$23.1K – 385
2023
Q2 		$23.1K Hold
1,982
– – ﹤0.01% 280
2023
Q1 		$22.8K Buy
+1,982
New +$23.1K ﹤0.01% 298

Other funds holding EFT

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

BOK Financial Private Wealth's EFT Position: Q3 2023 in Review

BOK Financial Private Wealth sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2023, closing a stake of 1,982 shares — an estimated $23.1K sold.

BOK Financial Private Wealth first reported a position in EFT in Q1 2023 and held it in 2 quarters. The position peaked at $23.1K in Q2 2023. 82 funds tracked by Wall St. Rank hold EFT as of Q3 2023.

  • BOK Financial Private Wealth reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 1,982 Eaton Vance Floating-Rate Income Trust shares in Q3 2023, an estimated $23.1K.
  • BOK Financial Private Wealth first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's Eaton Vance Floating-Rate Income Trust position peaked at $23.1K in Q2 2023.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2023.

Based on BOK Financial Private Wealth's 13F filing for Q3 2023, filed 13 Oct 2023.