GWM
EFT

Gupta Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Gupta Wealth 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
2015
Q3 		– Sell
-250
Closed -$3K – 1274
2015
Q2 		$3K Buy
+250
New +$3.63K ﹤0.01% 1079

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Invesco
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BAM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Gupta Wealth Management's EFT Position: Q3 2015 in Review

Gupta Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2015, closing a stake of 250 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in EFT in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 76 funds tracked by Wall St. Rank hold EFT as of Q3 2015.

  • Gupta Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 250 Eaton Vance Floating-Rate Income Trust shares in Q3 2015, an estimated $3K.
  • Gupta Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $3K in Q2 2015.
  • 76 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.