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

First Foundation 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
2021 Q3	–	Sell	-15,665	Closed	-$225K	–	448
2021 Q2	$225K	Sell	15,665 -4,560	-23%	-$64.9K	0.01%	407
2021 Q1	$285K	Sell	20,225 -3,855	-16%	-$53.4K	0.01%	346
2020 Q4	$317K	Sell	24,080 -3,664	-13%	-$47.3K	0.01%	327
2020 Q3	$330K	Sell	27,744 -3,130	-10%	-$37K	0.02%	281
2020 Q2	$352K	Sell	30,874 -34,143	-53%	-$375K	0.02%	258
2020 Q1	$666K	Buy	65,017 +20,513	+46%	+$262K	0.04%	197
2019 Q4	$611K	Buy	+44,504	New	+$595K	0.03%	221

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

First Foundation Advisors's EFT Position: Q3 2021 in Review

First Foundation Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2021, closing a stake of 15,665 shares — an estimated $225K sold.

First Foundation Advisors first reported a position in EFT in Q4 2019 and held it in 7 quarters. The position peaked at $666K in Q1 2020. 81 funds tracked by Wall St. Rank hold EFT as of Q3 2021.

First Foundation Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2021 after selling out during the quarter.
First Foundation Advisors sold 15,665 Eaton Vance Floating-Rate Income Trust shares in Q3 2021, an estimated $225K.
First Foundation Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2019 and held it in 7 quarters.
First Foundation Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $666K in Q1 2020.
81 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2021.

Based on First Foundation Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.