JFA
EFF

JNBA Financial Advisors’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-1,484
Closed -$23K – 1503
2016
Q3 		$23K Buy
+1,484
New +$22.8K ﹤0.01% 767

Other funds holding EFF

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JNBA Financial Advisors's EFF Position: Q4 2016 in Review

JNBA Financial Advisors sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q4 2016, closing a stake of 1,484 shares — an estimated $23K sold.

JNBA Financial Advisors first reported a position in EFF in Q3 2016 and held it in 1 quarter. The position peaked at $23K in Q3 2016. 27 funds tracked by Wall St. Rank hold EFF as of Q4 2016.

  • JNBA Financial Advisors reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,484 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q4 2016, an estimated $23K.
  • JNBA Financial Advisors first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $23K in Q3 2016.
  • 27 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.