Creative Planning
EFF

Creative Planning’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Creative Planning’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
2016
Q1 		– Sell
-2,095
Closed -$30K – 4623
2015
Q4 		$30K Buy
+2,095
New +$30K ﹤0.01% 2548

Other funds holding EFF

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's EFF Position: Q1 2016 in Review

Creative Planning sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2016, closing a stake of 2,095 shares — an estimated $30K sold.

Creative Planning first reported a position in EFF in Q4 2015 and held it in 1 quarter. The position peaked at $30K in Q4 2015. 27 funds tracked by Wall St. Rank hold EFF as of Q1 2016.

  • Creative Planning reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 2,095 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2016, an estimated $30K.
  • Creative Planning first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2015 and held it in 1 quarter.
  • Creative Planning's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $30K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.