GWM
EFF

Gupta Wealth Management’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-1,000
Closed -$14K – 1316
2015
Q4 		$14K Buy
+1,000
New +$14.3K ﹤0.01% 806

Other funds holding EFF

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's EFF Position: Q1 2016 in Review

Gupta Wealth Management sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2016, closing a stake of 1,000 shares — an estimated $14K sold.

Gupta Wealth Management first reported a position in EFF in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 27 funds tracked by Wall St. Rank hold EFF as of Q1 2016.

  • Gupta Wealth Management reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,000 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2016, an estimated $14K.
  • Gupta Wealth Management first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $14K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.