Klingman & Associates’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

Klingman & Associates’s Portfolio EFL Stock Details EFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-14,000	Closed	-$120K	–	122
2018 Q4	$120K	Buy	+14,000	New	+$126K	0.03%	107

Other funds holding EFL

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $449M AUM 26.13% 1-Year Est. Return

Klingman & Associates's EFL Position: Q1 2019 in Review

Klingman & Associates sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q1 2019, closing a stake of 14,000 shares — an estimated $120K sold.

Klingman & Associates first reported a position in EFL in Q4 2018 and held it in 1 quarter. The position peaked at $120K in Q4 2018. 32 funds tracked by Wall St. Rank hold EFL as of Q1 2019.

Klingman & Associates reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q1 2019 after selling out during the quarter.
Klingman & Associates sold 14,000 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q1 2019, an estimated $120K.
Klingman & Associates first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q4 2018 and held it in 1 quarter.
Klingman & Associates's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $120K in Q4 2018.
32 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q1 2019.

Based on Klingman & Associates's 13F filing for Q1 2019, filed 3 May 2019.