IAN
EFT

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

Integrated Advisors Network’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
Q3 		– Sell
-19,600
Closed -$231K – 658
2022
Q2 		$231K Hold
19,600
– – 0.02% 590
2022
Q1 		$259K Hold
19,600
– – 0.02% 577
2021
Q4 		$296K Hold
19,600
– – 0.02% 533
2021
Q3 		$286K Hold
19,600
– – 0.02% 526
2021
Q2 		$282K Hold
19,600
– – 0.02% 493
2021
Q1 		$276K Hold
19,600
– – 0.03% 451
2020
Q4 		$258K Hold
19,600
– – 0.03% 425
2020
Q3 		$233K Hold
19,600
– – 0.03% 389
2020
Q2 		$223K Hold
19,600
– – 0.03% 400
2020
Q1 		$201K Hold
19,600
– – 0.04% 354
2019
Q4 		$269K Buy
+19,600
New +$262K 0.04% 348

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
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Advisors Network's EFT Position: Q3 2022 in Review

Integrated Advisors Network sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2022, closing a stake of 19,600 shares — an estimated $231K sold.

Integrated Advisors Network first reported a position in EFT in Q4 2019 and held it in 11 quarters. The position peaked at $296K in Q4 2021. 84 funds tracked by Wall St. Rank hold EFT as of Q3 2022.

  • Integrated Advisors Network reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 19,600 Eaton Vance Floating-Rate Income Trust shares in Q3 2022, an estimated $231K.
  • Integrated Advisors Network first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2019 and held it in 11 quarters.
  • Integrated Advisors Network's Eaton Vance Floating-Rate Income Trust position peaked at $296K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2022.

Based on Integrated Advisors Network's 13F filing for Q3 2022, filed 8 Nov 2022.