IAIM
EFT

International Assets Investment Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

International Assets Investment Management’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
2024
Q4 		– Sell
-1,940
Closed -$25K – 1092
2024
Q3 		$25K Buy
+1,940
New +$25.6K ﹤0.01% 1295
2021
Q2 		– Sell
-701
Closed -$9K – 871
2021
Q1 		$9K Hold
701
– – ﹤0.01% 1588
2020
Q4 		$9K Buy
+701
New +$9.06K ﹤0.01% 1457

Other funds holding EFT

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

International Assets Investment Management's EFT Position: Q4 2024 in Review

International Assets Investment Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2024, closing a stake of 1,940 shares — an estimated $25K sold.

International Assets Investment Management first reported a position in EFT in Q4 2020 and held it in 3 quarters. The position peaked at $25K in Q3 2024. 74 funds tracked by Wall St. Rank hold EFT as of Q4 2024.

  • International Assets Investment Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 1,940 Eaton Vance Floating-Rate Income Trust shares in Q4 2024, an estimated $25K.
  • International Assets Investment Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Eaton Vance Floating-Rate Income Trust position peaked at $25K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.