IA
EFF

IFP Advisors’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

IFP Advisors’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
2018
Q3 		– Sell
-472
Closed -$8K – 4101
2018
Q2 		$8K Hold
472
– – ﹤0.01% 3064
2018
Q1 		$8K Hold
472
– – ﹤0.01% 2967
2017
Q4 		$8K Buy
+472
New +$7.74K ﹤0.01% 3012

Other funds holding EFF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's EFF Position: Q3 2018 in Review

IFP Advisors sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q3 2018, closing a stake of 472 shares — an estimated $8K sold.

IFP Advisors first reported a position in EFF in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 28 funds tracked by Wall St. Rank hold EFF as of Q3 2018.

  • IFP Advisors reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 472 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q3 2018, an estimated $8K.
  • IFP Advisors first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2017 and held it in 3 quarters.
  • IFP Advisors's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $8K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.