Clear Harbor Asset Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Clear Harbor Asset Management’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
2017 Q1	–	Sell	-11,090	Closed	-$165K	–	262
2016 Q4	$165K	Hold	11,090	–	–	0.03%	229
2016 Q3	$157K	Sell	11,090 -2,300	-17%	-$32.1K	0.03%	224
2016 Q2	$180K	Sell	13,390 -15	-0.1%	-$200	0.04%	227
2016 Q1	$176K	Buy	13,405 +145	+1%	+$1.79K	0.04%	221
2015 Q4	$168K	Buy	13,260 +860	+7%	+$11.2K	0.04%	229
2015 Q3	$164K	Hold	12,400	–	–	0.04%	242
2015 Q2	$171K	Buy	12,400 +350	+3%	+$5.09K	0.03%	274
2015 Q1	$176K	Buy	+12,050	New	+$171K	0.03%	271

Other funds holding EFT

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return