FAIM
EFF

Financial Advocates Investment Management’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Financial Advocates Investment Management’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
2021
Q1 		– Sell
-10,175
Closed -$158K – 816
2020
Q4 		$158K Sell
10,175
-2,903
-22% -$43.4K 0.01% 689
2020
Q3 		$183K Hold
13,078
– – 0.02% 596
2020
Q2 		$181K Hold
13,078
– – 0.02% 575
2020
Q1 		$152K Hold
13,078
– – 0.02% 447
2019
Q4 		$209K Hold
13,078
– – 0.02% 480
2019
Q3 		$199K Hold
13,078
– – 0.02% 463
2019
Q2 		$196K Hold
13,078
– – 0.02% 452
2019
Q1 		$194K Hold
13,078
– – 0.02% 445
2018
Q4 		$186K Buy
13,078
+2,875
+28% +$43.3K 0.03% 407
2018
Q3 		$161K Hold
10,203
– – 0.02% 487
2018
Q2 		$169K Hold
10,203
– – 0.02% 471
2018
Q1 		$170K Buy
+10,203
New +$167K 0.02% 467

Other funds holding EFF

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's EFF Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2021, closing a stake of 10,175 shares — an estimated $158K sold.

Financial Advocates Investment Management first reported a position in EFF in Q1 2018 and held it in 12 quarters. The position peaked at $209K in Q4 2019. 34 funds tracked by Wall St. Rank hold EFF as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,175 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2021, an estimated $158K.
  • Financial Advocates Investment Management first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q1 2018 and held it in 12 quarters.
  • Financial Advocates Investment Management's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $209K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.