EverSource Wealth Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

EverSource Wealth Advisors’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
2023 Q4	–	Sell	-375	Closed	-$4.62K	–	2669
2023 Q3	$4.62K	Hold	375	–	–	﹤0.01%	1734
2023 Q2	$4.38K	Hold	375	–	–	﹤0.01%	1785
2023 Q1	$4.32K	Hold	375	–	–	﹤0.01%	1695
2022 Q4	$4.16K	Buy	+375	New	+$4.24K	﹤0.01%	1675

Other funds holding EFT

Morgan Stanley New York $1.66T AUM 25.57% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EverSource Wealth Advisors's EFT Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2023, closing a stake of 375 shares — an estimated $4.62K sold.

EverSource Wealth Advisors first reported a position in EFT in Q4 2022 and held it in 4 quarters. The position peaked at $4.62K in Q3 2023. 80 funds tracked by Wall St. Rank hold EFT as of Q4 2023.

EverSource Wealth Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 375 Eaton Vance Floating-Rate Income Trust shares in Q4 2023, an estimated $4.62K.
EverSource Wealth Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $4.62K in Q3 2023.
80 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.