CWM
EFT

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

Cabot 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
2013
Q4 		– Sell
-66,992
Closed -$1.04M – 153
2013
Q3 		$1.04M Sell
66,992
-5,515
-8% -$89.9K 0.31% 107
2013
Q2 		$1.2M Buy
+72,507
New +$1.24M 0.41% 90

Other funds holding EFT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
JP Morgan Chase
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Cabot Wealth Management's EFT Position: Q4 2013 in Review

Cabot Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2013, closing a stake of 66,992 shares — an estimated $1.04M sold.

Cabot Wealth Management first reported a position in EFT in Q2 2013 and held it in 2 quarters. The position peaked at $1.2M in Q2 2013. 69 funds tracked by Wall St. Rank hold EFT as of Q4 2013.

  • Cabot Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 66,992 Eaton Vance Floating-Rate Income Trust shares in Q4 2013, an estimated $1.04M.
  • Cabot Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2013 and held it in 2 quarters.
  • Cabot Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $1.2M in Q2 2013.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2013.

Based on Cabot Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.