Cambridge Investment Research Advisors
EFF

Cambridge Investment Research Advisors’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Cambridge Investment Research Advisors’s Portfolio EFF Stock Details EFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,400
Closed -$178K – 1829
2016
Q4 		$178K Sell
10,400
-1,000
-9% -$16.1K ﹤0.01% 1523
2016
Q3 		$178K Hold
11,400
– – ﹤0.01% 1587
2016
Q2 		$171K Buy
11,400
+350
+3% +$5.25K ﹤0.01% 1411
2016
Q1 		$161K Hold
11,050
– – ﹤0.01% 1440
2015
Q4 		$156K Buy
+11,050
New +$158K ﹤0.01% 1428

Other funds holding EFF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cambridge Investment Research Advisors's EFF Position: Q1 2017 in Review

Cambridge Investment Research Advisors sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2017, closing a stake of 10,400 shares — an estimated $178K sold.

Cambridge Investment Research Advisors first reported a position in EFF in Q4 2015 and held it in 5 quarters. The position peaked at $178K in Q4 2016. 22 funds tracked by Wall St. Rank hold EFF as of Q1 2017.

  • Cambridge Investment Research Advisors reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,400 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2017, an estimated $178K.
  • Cambridge Investment Research Advisors first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2015 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $178K in Q4 2016.
  • 22 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2017, filed 12 May 2017.