CWS
EFL

Cypress Wealth Services’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

Cypress Wealth Services’s Portfolio EFL Stock Details EFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-33,827
Closed -$291K – 240
2022
Q3 		$291K Buy
33,827
+49
+0.1% +$420 0.1% 173
2022
Q2 		$288K Buy
33,778
+55
+0.2% +$487 0.09% 178
2022
Q1 		$306K Buy
33,723
+65
+0.2% +$596 0.08% 180
2021
Q4 		$311K Buy
33,658
+63
+0.2% +$587 0.09% 175
2021
Q3 		$315K Buy
33,595
+64
+0.2% +$602 0.09% 162
2021
Q2 		$316K Buy
33,531
+21
+0.1% +$199 0.09% 192
2021
Q1 		$315K Buy
33,510
+67
+0.2% +$620 0.07% 210
2020
Q4 		$297K Buy
+33,443
New +$292K 0.07% 209
2020
Q3 		– Sell
-33,297
Closed -$284K – 521
2020
Q2 		$270K Buy
33,297
+2,584
+8% +$20.3K 0.06% 216
2020
Q1 		$229K Buy
30,713
+93
+0.3% +$823 0.07% 215
2019
Q4 		$286K Buy
30,620
+81
+0.3% +$752 0.07% 198
2019
Q3 		$279K Buy
30,539
+82
+0.3% +$759 0.08% 197
2019
Q2 		$283K Buy
30,457
+80
+0.3% +$747 0.08% 199
2019
Q1 		$278K Buy
+30,377
New +$276K 0.09% 191

Cypress Wealth Services's EFL Position: Q4 2022 in Review

Cypress Wealth Services sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q4 2022, closing a stake of 33,827 shares — an estimated $291K sold.

Cypress Wealth Services first reported a position in EFL in Q1 2019 and held it in 14 quarters. The position peaked at $316K in Q2 2021. 0 funds tracked by Wall St. Rank hold EFL as of Q4 2022.

  • Cypress Wealth Services reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q4 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 33,827 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q4 2022, an estimated $291K.
  • Cypress Wealth Services first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q1 2019 and held it in 14 quarters.
  • Cypress Wealth Services's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $316K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q4 2022.

Based on Cypress Wealth Services's 13F filing for Q4 2022, filed 19 Jan 2023.