CWC
EFT

Carolinas Wealth Consulting’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Carolinas Wealth Consulting’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
-4,856
Closed -$61.7K – 1073
2023
Q4 		$61.7K Buy
4,856
+1,149
+31% +$14K 0.01% 310
2023
Q3 		$43.6K Buy
+3,707
New +$44.8K 0.01% 326

Other funds holding EFT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 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

Carolinas Wealth Consulting's EFT Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2024, closing a stake of 4,856 shares — an estimated $61.7K sold.

Carolinas Wealth Consulting first reported a position in EFT in Q3 2023 and held it in 2 quarters. The position peaked at $61.7K in Q4 2023. 70 funds tracked by Wall St. Rank hold EFT as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,856 Eaton Vance Floating-Rate Income Trust shares in Q1 2024, an estimated $61.7K.
  • Carolinas Wealth Consulting first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2023 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Eaton Vance Floating-Rate Income Trust position peaked at $61.7K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.