Certified Advisory Corp’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-650	Closed	-$9K	–	350
2021 Q1	$9K	Buy	+650	New	+$9K	﹤0.01%	603
2020 Q2	$7K	Hold	650	–	–	﹤0.01%	597
2020 Q1	$7K	Hold	650	–	–	﹤0.01%	577
2019 Q4	$9K	Hold	650	–	–	﹤0.01%	595
2019 Q3	$9K	Hold	650	–	–	﹤0.01%	593
2019 Q2	$9K	Buy	+650	New	+$8.8K	﹤0.01%	593

Other funds holding EFT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certified Advisory Corp's EFT Position: Q2 2021 in Review

Certified Advisory Corp sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2021, closing a stake of 650 shares — an estimated $9K sold.

Certified Advisory Corp first reported a position in EFT in Q2 2019 and held it in 6 quarters. The position peaked at $9K in Q1 2021. 86 funds tracked by Wall St. Rank hold EFT as of Q2 2021.

Certified Advisory Corp reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 650 Eaton Vance Floating-Rate Income Trust shares in Q2 2021, an estimated $9K.
Certified Advisory Corp first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's Eaton Vance Floating-Rate Income Trust position peaked at $9K in Q1 2021.
86 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.