Brandywine Oak Private Wealth’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Brandywine Oak 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
2019 Q1	–	Sell	-1,735	Closed	-$21K	–	322
2018 Q4	$21K	Buy	+1,735	New	+$23.7K	﹤0.01%	442

Other funds holding EFT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

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

Brandywine Oak Private Wealth's EFT Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2019, closing a stake of 1,735 shares — an estimated $21K sold.

Brandywine Oak Private Wealth first reported a position in EFT in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 97 funds tracked by Wall St. Rank hold EFT as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,735 Eaton Vance Floating-Rate Income Trust shares in Q1 2019, an estimated $21K.
Brandywine Oak Private Wealth first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's Eaton Vance Floating-Rate Income Trust position peaked at $21K in Q4 2018.
97 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.