HCM
EFF

Hilton Capital Management’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Hilton Capital 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
2021
Q1 		– Sell
-17,580
Closed -$273K – 142
2020
Q4 		$273K Buy
+17,580
New +$263K 0.03% 76

Other funds holding EFF

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hilton Capital Management's EFF Position: Q1 2021 in Review

Hilton Capital Management sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2021, closing a stake of 17,580 shares — an estimated $273K sold.

Hilton Capital Management first reported a position in EFF in Q4 2020 and held it in 1 quarter. The position peaked at $273K in Q4 2020. 34 funds tracked by Wall St. Rank hold EFF as of Q1 2021.

  • Hilton Capital Management reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2021 after selling out during the quarter.
  • Hilton Capital Management sold 17,580 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2021, an estimated $273K.
  • Hilton Capital Management first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2020 and held it in 1 quarter.
  • Hilton Capital Management's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $273K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2021.

Based on Hilton Capital Management's 13F filing for Q1 2021, filed 11 May 2021.