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EFT

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

FCG 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
2017
Q4 		– Sell
-13,500
Closed -$197K – 118
2017
Q3 		$197K Hold
13,500
– – 0.07% 120
2017
Q2 		$204K Hold
13,500
– – 0.07% 137
2017
Q1 		$204K Hold
13,500
– – 0.08% 116
2016
Q4 		$201K Buy
+13,500
New +$196K 0.09% 106

Other funds holding EFT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FCG Advisors's EFT Position: Q4 2017 in Review

FCG Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2017, closing a stake of 13,500 shares — an estimated $197K sold.

FCG Advisors first reported a position in EFT in Q4 2016 and held it in 4 quarters. The position peaked at $204K in Q2 2017. 90 funds tracked by Wall St. Rank hold EFT as of Q4 2017.

  • FCG Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2017 after selling out during the quarter.
  • FCG Advisors sold 13,500 Eaton Vance Floating-Rate Income Trust shares in Q4 2017, an estimated $197K.
  • FCG Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2016 and held it in 4 quarters.
  • FCG Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $204K in Q2 2017.
  • 90 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2017.

Based on FCG Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.