IFP Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

IFP Advisors’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
2019 Q1	$62K	Buy	4,732 +647	+16%	+$8.66K	0.01%	877
2018 Q4	$52K	Sell	4,085 -3,912	-49%	-$53.3K	﹤0.01%	1590
2018 Q3	$117K	Buy	7,997 +3,672	+85%	+$53.9K	﹤0.01%	1381
2018 Q2	$63K	Sell	4,325 -1,665	-28%	-$24.9K	﹤0.01%	1775
2018 Q1	$86K	Hold	5,990	–	–	﹤0.01%	1470
2017 Q4	$86K	Sell	5,990 -38,024	-86%	-$548K	﹤0.01%	1482
2017 Q3	$643K	Buy	44,014 +4,245	+11%	+$63.2K	0.03%	592
2017 Q2	$602K	Sell	39,769 -3,111	-7%	-$47K	0.03%	604
2017 Q1	$649K	Buy	42,880 +3,724	+10%	+$56.6K	0.03%	566
2016 Q4	$583K	Buy	39,156 +14,522	+59%	+$211K	0.03%	557
2016 Q3	$350K	Sell	24,634 -836	-3%	-$11.7K	0.02%	735
2016 Q2	$342K	Buy	25,470 +20,738	+438%	+$277K	0.02%	712
2016 Q1	$62K	Sell	4,732 -9,710	-67%	-$120K	0.01%	877
2015 Q4	$183K	Buy	+14,442	New	+$187K	0.01%	865

Other funds holding EFT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IFP Advisors's EFT Position: Q1 2019 in Review

IFP Advisors increased its Eaton Vance Floating-Rate Income Trust (EFT) stake by 16% in Q1 2019, buying an estimated $8.66K and bringing the position to 4,732 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #877.

IFP Advisors first reported a position in EFT in Q4 2015 and has held it in 14 quarters since. The position peaked at $649K in Q1 2017. 97 funds tracked by Wall St. Rank hold EFT as of Q1 2019.

IFP Advisors held 4,732 shares of Eaton Vance Floating-Rate Income Trust worth $62K as of Q1 2019.
IFP Advisors bought 647 Eaton Vance Floating-Rate Income Trust shares in Q1 2019, an estimated $8.66K.
Eaton Vance Floating-Rate Income Trust made up 0.01% of IFP Advisors's portfolio in Q1 2019, its #877 holding.
IFP Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $649K in Q1 2017.
97 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.