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	-24,981	Closed	-$1.94K	–	1092
2024 Q3	$1.94K	Buy	+24,981	New	+$329K	0.01%	913
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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 24,981 shares — an estimated $1.94K sold.

International Assets Investment Management first reported a position in EFT in Q4 2020 and held it in 3 quarters. The position peaked at $9K in Q1 2021. 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 24,981 Eaton Vance Floating-Rate Income Trust shares in Q4 2024, an estimated $1.94K.
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 $9K in Q1 2021.
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.