CAN
EFF

Cetera Advisor Networks’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Cetera Advisor Networks’s Portfolio EFF Stock Details EFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,745
Closed -$121K – 3360
2020
Q2 		$121K Buy
+8,745
New +$115K ﹤0.01% 1393
2018
Q1 		– Sell
-14,378
Closed -$235K – 1013
2017
Q4 		$235K Sell
14,378
-8,856
-38% -$145K 0.01% 845
2017
Q3 		$386K Sell
23,234
-2,631
-10% -$43.9K 0.02% 610
2017
Q2 		$434K Buy
25,865
+42
+0.2% +$720 0.02% 563
2017
Q1 		$434K Buy
25,823
+43
+0.2% +$732 0.02% 556
2016
Q4 		$444K Sell
25,780
-25,688
-50% -$414K 0.02% 523
2016
Q3 		$805K Buy
51,468
+25,782
+100% +$397K 0.03% 436
2016
Q2 		$385K Buy
25,686
+5,050
+24% +$75.7K 0.02% 534
2016
Q1 		$302K Buy
20,636
+56
+0.3% +$768 0.02% 611
2015
Q4 		$292K Buy
+20,580
New +$295K 0.02% 618

Other funds holding EFF

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Cetera Advisor Networks's EFF Position: Q3 2020 in Review

Cetera Advisor Networks sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q3 2020, closing a stake of 8,745 shares — an estimated $121K sold.

Cetera Advisor Networks first reported a position in EFF in Q4 2015 and held it in 10 quarters. The position peaked at $805K in Q3 2016. 29 funds tracked by Wall St. Rank hold EFF as of Q3 2020.

  • Cetera Advisor Networks reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 8,745 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q3 2020, an estimated $121K.
  • Cetera Advisor Networks first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2015 and held it in 10 quarters.
  • Cetera Advisor Networks's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $805K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.