CIA
EFT

Cape Investment Advisory’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Cape Investment Advisory’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
2024
Q1 		– Sell
-7
Closed -$88 – 992
2023
Q4 		$88 Buy
+7
New +$85 ﹤0.01% 1115

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MHIC
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Royal Bank of Canada
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Cape Investment Advisory's EFT Position: Q1 2024 in Review

Cape Investment Advisory sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2024, closing a stake of 7 shares — an estimated $88 sold.

Cape Investment Advisory first reported a position in EFT in Q4 2023 and held it in 1 quarter. The position peaked at $88 in Q4 2023. 70 funds tracked by Wall St. Rank hold EFT as of Q1 2024.

  • Cape Investment Advisory reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 7 Eaton Vance Floating-Rate Income Trust shares in Q1 2024, an estimated $88.
  • Cape Investment Advisory first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Eaton Vance Floating-Rate Income Trust position peaked at $88 in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.