Loring Wolcott & Coolidge Fiduciary Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2017 Q1	–	Sell	-666	Closed	-$10K	–	616
2016 Q4	$10K	Buy	+666	New	+$9.67K	﹤0.01%	531
2016 Q1	–	Sell	-4,665	Closed	-$59K	–	625
2015 Q4	$59K	Hold	4,665	–	–	﹤0.01%	400
2015 Q3	$64K	Hold	4,665	–	–	﹤0.01%	396
2015 Q2	$64K	Hold	4,665	–	–	﹤0.01%	396
2015 Q1	$68K	Hold	4,665	–	–	﹤0.01%	402
2014 Q4	$65K	Hold	4,665	–	–	﹤0.01%	401
2014 Q3	$68K	Sell	4,665 -6,137	-57%	-$91.3K	﹤0.01%	374
2014 Q2	$163K	Sell	10,802 -3,945	-27%	-$59.8K	﹤0.01%	296
2014 Q1	$232K	Hold	14,747	–	–	0.01%	252
2013 Q4	$225K	Buy	14,747 +4,500	+44%	+$69.5K	0.01%	247
2013 Q3	$160K	Hold	10,247	–	–	﹤0.01%	262
2013 Q2	$170K	Buy	+10,247	New	+$175K	0.01%	269

Other funds holding EFT

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

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

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

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

BAM

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

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

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's EFT Position: Q1 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2017, closing a stake of 666 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EFT in Q2 2013 and held it in 12 quarters. The position peaked at $232K in Q1 2014. 68 funds tracked by Wall St. Rank hold EFT as of Q1 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 666 Eaton Vance Floating-Rate Income Trust shares in Q1 2017, an estimated $10K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2013 and held it in 12 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $232K in Q1 2014.
68 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2017, filed 15 May 2017.