Firestone Capital Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Firestone Capital Management’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
2021 Q4	–	Sell	-259	Closed	-$4K	–	216
2021 Q3	$4K	Hold	259	–	–	﹤0.01%	417
2021 Q2	$4K	Hold	259	–	–	﹤0.01%	408
2021 Q1	$4K	Hold	259	–	–	﹤0.01%	420
2020 Q4	$3K	Hold	259	–	–	﹤0.01%	418
2020 Q3	$3K	Hold	259	–	–	﹤0.01%	378
2020 Q2	$3K	Hold	259	–	–	﹤0.01%	390
2020 Q1	$3K	Hold	259	–	–	﹤0.01%	383
2019 Q4	$4K	Buy	+259	New	+$3.46K	﹤0.01%	394

Other funds holding EFT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MHIC

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Firestone Capital Management's EFT Position: Q4 2021 in Review

Firestone Capital Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2021, closing a stake of 259 shares — an estimated $4K sold.

Firestone Capital Management first reported a position in EFT in Q4 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 75 funds tracked by Wall St. Rank hold EFT as of Q4 2021.

Firestone Capital Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 259 Eaton Vance Floating-Rate Income Trust shares in Q4 2021, an estimated $4K.
Firestone Capital Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's Eaton Vance Floating-Rate Income Trust position peaked at $4K in Q3 2021.
75 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.