EWM
EFT

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

EPG 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
2020
Q2 		– Sell
-782
Closed -$8K – 312
2020
Q1 		$8K Hold
782
– – 0.01% 511
2019
Q4 		$11K Buy
+782
New +$10.4K 0.01% 419

Other funds holding EFT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

EPG Wealth Management's EFT Position: Q2 2020 in Review

EPG Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2020, closing a stake of 782 shares — an estimated $8K sold.

EPG Wealth Management first reported a position in EFT in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 93 funds tracked by Wall St. Rank hold EFT as of Q2 2020.

  • EPG Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 782 Eaton Vance Floating-Rate Income Trust shares in Q2 2020, an estimated $8K.
  • EPG Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $11K in Q4 2019.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.