GWS
EFT

Glassman Wealth Services’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Glassman Wealth Services’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
2018
Q2 		– Sell
-2,180
Closed -$33K – 832
2018
Q1 		$33K Buy
+2,180
New +$31.8K 0.02% 223

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CWM
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BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RVPG
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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glassman Wealth Services's EFT Position: Q2 2018 in Review

Glassman Wealth Services sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2018, closing a stake of 2,180 shares — an estimated $33K sold.

Glassman Wealth Services first reported a position in EFT in Q1 2018 and held it in 1 quarter. The position peaked at $33K in Q1 2018. 83 funds tracked by Wall St. Rank hold EFT as of Q2 2018.

  • Glassman Wealth Services reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 2,180 Eaton Vance Floating-Rate Income Trust shares in Q2 2018, an estimated $33K.
  • Glassman Wealth Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2018 and held it in 1 quarter.
  • Glassman Wealth Services's Eaton Vance Floating-Rate Income Trust position peaked at $33K in Q1 2018.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2018.

Based on Glassman Wealth Services's 13F filing for Q2 2018, filed 9 Aug 2018.