MPWT
EFF

MassMutual Private Wealth & Trust’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio EFF Stock Details EFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-435
Closed -$7.83K – 823
2014
Q2 		$7.83K Buy
+435
New +$7.82K ﹤0.01% 387

Other funds holding EFF

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EML
Eos Management LP New York $233M AUM 24.25% 1-Year Est. Return

MassMutual Private Wealth & Trust's EFF Position: Q3 2014 in Review

MassMutual Private Wealth & Trust sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q3 2014, closing a stake of 435 shares — an estimated $7.83K sold.

MassMutual Private Wealth & Trust first reported a position in EFF in Q2 2014 and held it in 1 quarter. The position peaked at $7.83K in Q2 2014. 17 funds tracked by Wall St. Rank hold EFF as of Q3 2014.

  • MassMutual Private Wealth & Trust reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q3 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 435 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q3 2014, an estimated $7.83K.
  • MassMutual Private Wealth & Trust first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q2 2014 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $7.83K in Q2 2014.
  • 17 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q3 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2014, filed 4 Nov 2014.