Level Four Advisory Services’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Level Four Advisory Services’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 Q1	–	Sell	-15,417	Closed	-$195K	–	520
2018 Q4	$195K	Hold	15,417	–	–	0.02%	491
2018 Q3	$225K	Hold	15,417	–	–	0.02%	531
2018 Q2	$224K	Hold	15,417	–	–	0.02%	556
2018 Q1	$230K	Hold	15,417	–	–	0.02%	484
2017 Q4	$221K	Buy	+15,417	New	+$222K	0.02%	500

Other funds holding EFT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

RVPG

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Level Four Advisory Services's EFT Position: Q1 2019 in Review

Level Four Advisory Services sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2019, closing a stake of 15,417 shares — an estimated $195K sold.

Level Four Advisory Services first reported a position in EFT in Q4 2017 and held it in 5 quarters. The position peaked at $230K in Q1 2018. 97 funds tracked by Wall St. Rank hold EFT as of Q1 2019.

Level Four Advisory Services reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2019 after selling out during the quarter.
Level Four Advisory Services sold 15,417 Eaton Vance Floating-Rate Income Trust shares in Q1 2019, an estimated $195K.
Level Four Advisory Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2017 and held it in 5 quarters.
Level Four Advisory Services's Eaton Vance Floating-Rate Income Trust position peaked at $230K in Q1 2018.
97 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2019.

Based on Level Four Advisory Services's 13F filing for Q1 2019, filed 15 May 2019.