CAL
EFT

Capital Analysts LLC’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-255
Closed -$3K – 1121
2023
Q3 		$3K Hold
255
– – ﹤0.01% 1015
2023
Q2 		$3K Buy
+255
New +$2.92K ﹤0.01% 917

Other funds holding EFT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Analysts LLC's EFT Position: Q4 2023 in Review

Capital Analysts LLC sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2023, closing a stake of 255 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in EFT in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 80 funds tracked by Wall St. Rank hold EFT as of Q4 2023.

  • Capital Analysts LLC reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 255 Eaton Vance Floating-Rate Income Trust shares in Q4 2023, an estimated $3K.
  • Capital Analysts LLC first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2023 and held it in 2 quarters.
  • Capital Analysts LLC's Eaton Vance Floating-Rate Income Trust position peaked at $3K in Q3 2023.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.