JIP
EFF

Jaffetilchin Investment Partners’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Jaffetilchin Investment Partners’s Portfolio EFF Stock Details EFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,519
Closed -$180K – 285
2016
Q4 		$180K Buy
+10,519
New +$170K 0.05% 234

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SFS
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 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 $984M AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Jaffetilchin Investment Partners's EFF Position: Q1 2017 in Review

Jaffetilchin Investment Partners sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2017, closing a stake of 10,519 shares — an estimated $180K sold.

Jaffetilchin Investment Partners first reported a position in EFF in Q4 2016 and held it in 1 quarter. The position peaked at $180K in Q4 2016. 22 funds tracked by Wall St. Rank hold EFF as of Q1 2017.

  • Jaffetilchin Investment Partners reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2017 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 10,519 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2017, an estimated $180K.
  • Jaffetilchin Investment Partners first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2016 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $180K in Q4 2016.
  • 22 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2017.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2017, filed 8 May 2017.