FT
EFT

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

Fiduciary Trust’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
2015
Q4 		– Sell
-17,127
Closed -$227K – 391
2015
Q3 		$227K Buy
+17,127
New +$235K 0.01% 344

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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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Fiduciary Trust's EFT Position: Q4 2015 in Review

Fiduciary Trust sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2015, closing a stake of 17,127 shares — an estimated $227K sold.

Fiduciary Trust first reported a position in EFT in Q3 2015 and held it in 1 quarter. The position peaked at $227K in Q3 2015. 89 funds tracked by Wall St. Rank hold EFT as of Q4 2015.

  • Fiduciary Trust reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2015 after selling out during the quarter.
  • Fiduciary Trust sold 17,127 Eaton Vance Floating-Rate Income Trust shares in Q4 2015, an estimated $227K.
  • Fiduciary Trust first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2015 and held it in 1 quarter.
  • Fiduciary Trust's Eaton Vance Floating-Rate Income Trust position peaked at $227K in Q3 2015.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2015.

Based on Fiduciary Trust's 13F filing for Q4 2015, filed 3 Feb 2016.