Diligent Investors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Diligent Investors’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
2020 Q4	–	Sell	-21,300	Closed	-$253K	–	220
2020 Q3	$253K	Hold	21,300	–	–	0.12%	153
2020 Q2	$243K	Hold	21,300	–	–	0.12%	152
2020 Q1	$218K	Sell	21,300 -500	-2%	-$6.39K	0.13%	143
2019 Q4	$299K	Hold	21,800	–	–	0.14%	153
2019 Q3	$288K	Hold	21,800	–	–	0.14%	157
2019 Q2	$294K	Hold	21,800	–	–	0.15%	161
2019 Q1	$288K	Hold	21,800	–	–	0.16%	145
2018 Q4	$276K	Sell	21,800 -200	-0.9%	-$2.73K	0.18%	134
2018 Q3	$321K	Hold	22,000	–	–	0.18%	141
2018 Q2	$319K	Hold	22,000	–	–	0.19%	133
2018 Q1	$329K	Hold	22,000	–	–	0.2%	131
2017 Q4	$315K	Hold	22,000	–	–	0.2%	133
2017 Q3	$322K	Sell	22,000 -700	-3%	-$10.4K	0.24%	108
2017 Q2	$344K	Hold	22,700	–	–	0.24%	106
2017 Q1	$344K	Hold	22,700	–	–	0.26%	93
2016 Q4	$339K	Hold	22,700	–	–	0.27%	96
2016 Q3	$323K	Hold	22,700	–	–	0.26%	105
2016 Q2	$305K	Hold	22,700	–	–	0.29%	99
2016 Q1	$299K	Hold	22,700	–	–	0.33%	95
2015 Q4	$287K	Hold	22,700	–	–	0.32%	92
2015 Q3	$301K	Hold	22,700	–	–	0.32%	95
2015 Q2	$319K	Hold	22,700	–	–	0.33%	94
2015 Q1	$335K	Hold	22,700	–	–	0.34%	89
2014 Q4	$318K	Buy	+22,700	New	+$321K	0.32%	94

Other funds holding EFT

SCM

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

OHA

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

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

BAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Diligent Investors's EFT Position: Q4 2020 in Review

Diligent Investors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2020, closing a stake of 21,300 shares — an estimated $253K sold.

Diligent Investors first reported a position in EFT in Q4 2014 and held it in 24 quarters. The position peaked at $344K in Q2 2017. 96 funds tracked by Wall St. Rank hold EFT as of Q4 2020.

Diligent Investors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2020 after selling out during the quarter.
Diligent Investors sold 21,300 Eaton Vance Floating-Rate Income Trust shares in Q4 2020, an estimated $253K.
Diligent Investors first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2014 and held it in 24 quarters.
Diligent Investors's Eaton Vance Floating-Rate Income Trust position peaked at $344K in Q2 2017.
96 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2020.

Based on Diligent Investors's 13F filing for Q4 2020, filed 9 Feb 2021.