J.P. Turner & Co Capital Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

J.P. Turner & Co Capital 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
2015 Q3	–	Sell	-20,746	Closed	-$282K	–	197
2015 Q2	$282K	Buy	20,746 +10,058	+94%	+$146K	0.22%	154
2015 Q1	$152K	Sell	10,688 -1,350	-11%	-$19.2K	0.14%	176
2014 Q4	$165K	Buy	+12,038	New	+$170K	0.16%	171

Other funds holding EFT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

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

BAM

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

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

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

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

SAM

Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

J.P. Turner & Co Capital Management's EFT Position: Q3 2015 in Review

J.P. Turner & Co Capital Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2015, closing a stake of 20,746 shares — an estimated $282K sold.

J.P. Turner & Co Capital Management first reported a position in EFT in Q4 2014 and held it in 3 quarters. The position peaked at $282K in Q2 2015. 76 funds tracked by Wall St. Rank hold EFT as of Q3 2015.

J.P. Turner & Co Capital Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2015 after selling out during the quarter.
J.P. Turner & Co Capital Management sold 20,746 Eaton Vance Floating-Rate Income Trust shares in Q3 2015, an estimated $282K.
J.P. Turner & Co Capital Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2014 and held it in 3 quarters.
J.P. Turner & Co Capital Management's Eaton Vance Floating-Rate Income Trust position peaked at $282K in Q2 2015.
76 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.