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

Gradient Investments’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
2024 Q1	–	Sell	-188	Closed	-$2.36K	–	1393
2023 Q4	$2.36K	Hold	188	–	–	﹤0.01%	1182
2023 Q3	$2.31K	Hold	188	–	–	﹤0.01%	1140
2023 Q2	$2.2K	Hold	188	–	–	﹤0.01%	1134
2023 Q1	$2.16K	Hold	188	–	–	﹤0.01%	1097
2022 Q4	$2.08K	Hold	188	–	–	﹤0.01%	1079
2022 Q3	$2K	Hold	188	–	–	﹤0.01%	1133
2022 Q2	$2K	Hold	188	–	–	﹤0.01%	1039
2022 Q1	$2K	Hold	188	–	–	﹤0.01%	1027
2021 Q4	$3K	Hold	188	–	–	﹤0.01%	1010
2021 Q3	$3K	Hold	188	–	–	﹤0.01%	946
2021 Q2	$3K	Hold	188	–	–	﹤0.01%	940
2021 Q1	$3K	Hold	188	–	–	﹤0.01%	947
2020 Q4	$2K	Hold	188	–	–	﹤0.01%	946
2020 Q3	$2K	Hold	188	–	–	﹤0.01%	951
2020 Q2	$2K	Sell	188 -189	-50%	-$2.08K	﹤0.01%	873
2020 Q1	$4K	Sell	377 -384	-50%	-$4.91K	﹤0.01%	801
2019 Q4	$10K	Hold	761	–	–	﹤0.01%	691
2019 Q3	$10K	Hold	761	–	–	﹤0.01%	662
2019 Q2	$10K	Hold	761	–	–	﹤0.01%	642
2019 Q1	$10K	Sell	761 -300	-28%	-$4.01K	﹤0.01%	549
2018 Q4	$13K	Sell	1,061 -72	-6%	-$982	﹤0.01%	525
2018 Q3	$17K	Hold	1,133	–	–	﹤0.01%	529
2018 Q2	$16K	Hold	1,133	–	–	﹤0.01%	522
2018 Q1	$17K	Hold	1,133	–	–	﹤0.01%	505
2017 Q4	$16K	Buy	+1,133	New	+$16.3K	﹤0.01%	506
2017 Q3	–	Sell	-1,410	Closed	-$21K	–	359
2017 Q2	$21K	Sell	1,410 -263	-16%	-$3.98K	﹤0.01%	384
2017 Q1	$25K	Hold	1,673	–	–	﹤0.01%	379
2016 Q4	$25K	Sell	1,673 -378	-18%	-$5.49K	﹤0.01%	333
2016 Q3	$29K	Sell	2,051 -395	-16%	-$5.51K	﹤0.01%	313
2016 Q2	$33K	Hold	2,446	–	–	﹤0.01%	295
2016 Q1	$32K	Hold	2,446	–	–	﹤0.01%	290
2015 Q4	$31K	Sell	2,446 -368	-13%	-$4.78K	﹤0.01%	286
2015 Q3	$37K	Sell	2,814 -155	-5%	-$2.13K	0.01%	254
2015 Q2	$41K	Sell	2,969 -280	-9%	-$4.07K	0.01%	260
2015 Q1	$47K	Sell	3,249 -181	-5%	-$2.57K	0.01%	251
2014 Q4	$48K	Buy	3,430 +181	+6%	+$2.56K	0.01%	238
2014 Q3	$47K	Buy	3,249 +260	+9%	+$3.87K	0.01%	218
2014 Q2	$45K	Hold	2,989	–	–	0.01%	226
2014 Q1	$47K	Sell	2,989 -965	-24%	-$14.9K	0.01%	206
2013 Q4	$60K	Hold	3,954	–	–	0.02%	211
2013 Q3	$62K	Buy	3,954 +965	+32%	+$15.7K	0.02%	169
2013 Q2	$50K	Buy	+2,989	New	+$51K	0.02%	181

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's EFT Position: Q1 2024 in Review

Gradient Investments sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2024, closing a stake of 188 shares — an estimated $2.36K sold.

Gradient Investments first reported a position in EFT in Q2 2013 and held it in 42 quarters. The position peaked at $62K in Q3 2013. 70 funds tracked by Wall St. Rank hold EFT as of Q1 2024.

Gradient Investments reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 188 Eaton Vance Floating-Rate Income Trust shares in Q1 2024, an estimated $2.36K.
Gradient Investments first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2013 and held it in 42 quarters.
Gradient Investments's Eaton Vance Floating-Rate Income Trust position peaked at $62K in Q3 2013.
70 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.