EWM
EFT

Elite Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Elite Wealth 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
2014
Q4 		– Sell
-2,750
Closed -$40K – 170
2014
Q3 		$40K Buy
+2,750
New +$40.9K 0.04% 133

Other funds holding EFT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Elite Wealth Management's EFT Position: Q4 2014 in Review

Elite Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2014, closing a stake of 2,750 shares — an estimated $40K sold.

Elite Wealth Management first reported a position in EFT in Q3 2014 and held it in 1 quarter. The position peaked at $40K in Q3 2014. 79 funds tracked by Wall St. Rank hold EFT as of Q4 2014.

  • Elite Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,750 Eaton Vance Floating-Rate Income Trust shares in Q4 2014, an estimated $40K.
  • Elite Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2014 and held it in 1 quarter.
  • Elite Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $40K in Q3 2014.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.