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

Madden 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
2017 Q2	–	Sell	-5,530	Closed	-$83K	–	116
2017 Q1	$83K	Sell	5,530 -14,535	-72%	-$221K	0.05%	104
2016 Q4	$298K	Hold	20,065	–	–	0.2%	73
2016 Q3	$284K	Hold	20,065	–	–	0.17%	87
2016 Q2	$269K	Sell	20,065 -495	-2%	-$6.61K	0.17%	92
2016 Q1	$270K	Hold	20,560	–	–	0.18%	85
2015 Q4	$259K	Hold	20,560	–	–	0.17%	84
2015 Q3	$272K	Hold	20,560	–	–	0.18%	88
2015 Q2	$283K	Hold	20,560	–	–	0.17%	84
2015 Q1	$300K	Sell	20,560 -942	-4%	-$13.4K	0.18%	86
2014 Q4	$299K	Buy	21,502 +15	+0.1%	+$212	0.17%	87
2014 Q3	$313K	Sell	21,487 -777	-3%	-$11.6K	0.16%	89
2014 Q2	$336K	Buy	22,264 +13	+0.1%	+$197	0.17%	87
2014 Q1	$349K	Sell	22,251 -1,887	-8%	-$29.2K	0.19%	81
2013 Q4	$369K	Sell	24,138 -2,222	-8%	-$34.3K	0.28%	64
2013 Q3	$411K	Sell	26,360 -4,033	-13%	-$65.8K	0.36%	52
2013 Q2	$504K	Buy	+30,393	New	+$519K	0.41%	47

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

RCA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Madden Advisory Services's EFT Position: Q2 2017 in Review

Madden Advisory Services sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2017, closing a stake of 5,530 shares — an estimated $83K sold.

Madden Advisory Services first reported a position in EFT in Q2 2013 and held it in 16 quarters. The position peaked at $504K in Q2 2013. 68 funds tracked by Wall St. Rank hold EFT as of Q2 2017.

Madden Advisory Services reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 5,530 Eaton Vance Floating-Rate Income Trust shares in Q2 2017, an estimated $83K.
Madden Advisory Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2013 and held it in 16 quarters.
Madden Advisory Services's Eaton Vance Floating-Rate Income Trust position peaked at $504K in Q2 2013.
68 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.