Jones Financial Companies
EFT

Jones Financial Companies’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Jones Financial Companies’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
Q1 		– Sell
-2,500
Closed -$31.4K – 1388
2023
Q4 		$31.4K Buy
+2,500
New +$30.5K ﹤0.01% 536

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AAM
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MHIC
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Royal Bank of Canada
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UBS Group
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Jones Financial Companies's EFT Position: Q1 2024 in Review

Jones Financial Companies sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2024, closing a stake of 2,500 shares — an estimated $31.4K sold.

Jones Financial Companies first reported a position in EFT in Q4 2023 and held it in 1 quarter. The position peaked at $31.4K in Q4 2023. 70 funds tracked by Wall St. Rank hold EFT as of Q1 2024.

  • Jones Financial Companies reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2024 after selling out during the quarter.
  • Jones Financial Companies sold 2,500 Eaton Vance Floating-Rate Income Trust shares in Q1 2024, an estimated $31.4K.
  • Jones Financial Companies first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2023 and held it in 1 quarter.
  • Jones Financial Companies's Eaton Vance Floating-Rate Income Trust position peaked at $31.4K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2024.

Based on Jones Financial Companies's 13F filing for Q1 2024, filed 14 May 2024.