Fidelity Investments
EFF

Fidelity Investments’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Fidelity Investments’s Portfolio EFF Stock Details EFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2
Closed – – 4393
2018
Q4 		$0 Buy
+2
New +$30 ﹤0.01% 4358

Other funds holding EFF

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Fidelity Investments's EFF Position: Q1 2019 in Review

Fidelity Investments sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2019, closing a stake of 2 shares.

Fidelity Investments first reported a position in EFF in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 38 funds tracked by Wall St. Rank hold EFF as of Q1 2019.

  • Fidelity Investments reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2019 after selling out during the quarter.
  • Fidelity Investments sold 2 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2019.
  • Fidelity Investments first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2018 and held it in 1 quarter.
  • Fidelity Investments's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $0 in Q4 2018.
  • 38 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2019.

Based on Fidelity Investments's 13F filing for Q1 2019, filed 13 May 2019.