KFGK
EFT

Keystone Financial Group (Kentucky)’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Keystone Financial Group (Kentucky)’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
2019
Q2 		– Sell
-10,900
Closed -$144K – 227
2019
Q1 		$144K Sell
10,900
-800
-7% -$10.7K 0.05% 215
2018
Q4 		$148K Hold
11,700
– – 0.07% 174
2018
Q3 		$170K Sell
11,700
-1,200
-9% -$17.6K 0.07% 182
2018
Q2 		$186K Buy
+12,900
New +$193K 0.1% 162

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SCM
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BAM
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RVPG
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Invesco
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ISSM
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LC
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MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s EFT Position: Q2 2019 in Review

Keystone Financial Group (Kentucky) sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2019, closing a stake of 10,900 shares — an estimated $144K sold.

Keystone Financial Group (Kentucky) first reported a position in EFT in Q2 2018 and held it in 4 quarters. The position peaked at $186K in Q2 2018. 94 funds tracked by Wall St. Rank hold EFT as of Q2 2019.

  • Keystone Financial Group (Kentucky) reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2019 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 10,900 Eaton Vance Floating-Rate Income Trust shares in Q2 2019, an estimated $144K.
  • Keystone Financial Group (Kentucky) first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2018 and held it in 4 quarters.
  • Keystone Financial Group (Kentucky)'s Eaton Vance Floating-Rate Income Trust position peaked at $186K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2019.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2019, filed 7 Aug 2019.