J.W. Cole Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

J.W. Cole 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
2023 Q3	–	Sell	-10,056	Closed	-$117K	–	752
2023 Q2	$117K	Sell	10,056 -765	-7%	-$8.76K	0.01%	731
2023 Q1	$125K	Hold	10,821	–	–	0.01%	744
2022 Q4	$120K	Hold	10,821	–	–	0.01%	713
2022 Q3	$123K	Hold	10,821	–	–	0.01%	686
2022 Q2	$127K	Hold	10,821	–	–	0.01%	700
2022 Q1	$143K	Hold	10,821	–	–	0.01%	768
2021 Q4	$163K	Hold	10,821	–	–	0.01%	796
2021 Q3	$158K	Buy	10,821 +48	+0.4%	+$706	0.01%	457
2021 Q2	$155K	Buy	+10,773	New	+$153K	0.01%	715

Other funds holding EFT

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

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

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

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

AAM

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

J.W. Cole Advisors's EFT Position: Q3 2023 in Review

J.W. Cole Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2023, closing a stake of 10,056 shares — an estimated $117K sold.

J.W. Cole Advisors first reported a position in EFT in Q2 2021 and held it in 9 quarters. The position peaked at $163K in Q4 2021. 82 funds tracked by Wall St. Rank hold EFT as of Q3 2023.

J.W. Cole Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2023 after selling out during the quarter.
J.W. Cole Advisors sold 10,056 Eaton Vance Floating-Rate Income Trust shares in Q3 2023, an estimated $117K.
J.W. Cole Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2021 and held it in 9 quarters.
J.W. Cole Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $163K in Q4 2021.
82 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2023.

Based on J.W. Cole Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.