CHA
EFT

Carmichael Hill & Associates’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Carmichael Hill & Associates’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
Q3 		$7.36K Hold
571
– – ﹤0.01% 622
2024
Q2 		$7.66K Hold
571
– – ﹤0.01% 595
2024
Q1 		$7.6K Hold
571
– – ﹤0.01% 595
2023
Q4 		$7.17K Hold
571
– – ﹤0.01% 615
2023
Q3 		$7.03K Hold
571
– – ﹤0.01% 606
2023
Q2 		$6.67K Sell
571
-2,105
-79% -$24.1K ﹤0.01% 612
2023
Q1 		$30.8K Sell
2,676
-2,000
-43% -$23.3K 0.01% 395
2022
Q4 		$51.9K Hold
4,676
– – 0.03% 330
2022
Q3 		$53K Hold
4,676
– – 0.03% 317
2022
Q2 		$55K Hold
4,676
– – 0.03% 312
2022
Q1 		$62K Hold
4,676
– – 0.03% 314
2021
Q4 		$71K Hold
4,676
– – 0.03% 297
2021
Q3 		$68K Hold
4,676
– – 0.03% 295
2021
Q2 		$67K Hold
4,676
– – 0.03% 300
2021
Q1 		$66K Buy
4,676
+283
+6% +$3.92K 0.04% 288
2020
Q4 		$58K Hold
4,393
– – 0.03% 291
2020
Q3 		$52K Hold
4,393
– – 0.03% 292
2020
Q2 		$50K Hold
4,393
– – 0.04% 276
2020
Q1 		$45K Hold
4,393
– – 0.04% 269
2019
Q4 		$60K Buy
+4,393
New +$58.7K 0.04% 257

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Carmichael Hill & Associates's EFT Position: Q3 2024 in Review

Carmichael Hill & Associates held its Eaton Vance Floating-Rate Income Trust (EFT) position steady in Q3 2024 at 571 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Carmichael Hill & Associates first reported a position in EFT in Q4 2019 and has held it in 20 quarters since. The position peaked at $71K in Q4 2021. 80 funds tracked by Wall St. Rank hold EFT as of Q3 2024.

  • Carmichael Hill & Associates held 571 shares of Eaton Vance Floating-Rate Income Trust worth $7.36K as of Q3 2024.
  • Carmichael Hill & Associates left its Eaton Vance Floating-Rate Income Trust share count unchanged in Q3 2024.
  • Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #622 holding.
  • Carmichael Hill & Associates first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's Eaton Vance Floating-Rate Income Trust position peaked at $71K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.