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EFT

Howe & Rusling’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Howe & Rusling’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
2022
Q1 		– Sell
-362
Closed -$5K – 1024
2021
Q4 		$5K Buy
+362
New +$5.4K ﹤0.01% 665

Other funds holding EFT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Howe & Rusling's EFT Position: Q1 2022 in Review

Howe & Rusling sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2022, closing a stake of 362 shares — an estimated $5K sold.

Howe & Rusling first reported a position in EFT in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 82 funds tracked by Wall St. Rank hold EFT as of Q1 2022.

  • Howe & Rusling reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2022 after selling out during the quarter.
  • Howe & Rusling sold 362 Eaton Vance Floating-Rate Income Trust shares in Q1 2022, an estimated $5K.
  • Howe & Rusling first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2021 and held it in 1 quarter.
  • Howe & Rusling's Eaton Vance Floating-Rate Income Trust position peaked at $5K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2022.

Based on Howe & Rusling's 13F filing for Q1 2022, filed 10 May 2022.