MassMutual Private Wealth & Trust’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

MassMutual Private Wealth & Trust’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
2020 Q1	–	Sell	-2,470	Closed	-$34K	–	696
2019 Q4	$34K	Buy	+2,470	New	+$33K	﹤0.01%	471
2014 Q4	–	Sell	-2,076	Closed	-$30.2K	–	640
2014 Q3	$30.2K	Hold	2,076	–	–	0.01%	409
2014 Q2	$31.3K	Buy	+2,076	New	+$31.5K	0.01%	264

Other funds holding EFT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

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

BAM

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

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

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

RVPG

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

MHIC

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

MassMutual Private Wealth & Trust's EFT Position: Q1 2020 in Review

MassMutual Private Wealth & Trust sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2020, closing a stake of 2,470 shares — an estimated $34K sold.

MassMutual Private Wealth & Trust first reported a position in EFT in Q2 2014 and held it in 3 quarters. The position peaked at $34K in Q4 2019. 102 funds tracked by Wall St. Rank hold EFT as of Q1 2020.

MassMutual Private Wealth & Trust reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2020 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 2,470 Eaton Vance Floating-Rate Income Trust shares in Q1 2020, an estimated $34K.
MassMutual Private Wealth & Trust first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2014 and held it in 3 quarters.
MassMutual Private Wealth & Trust's Eaton Vance Floating-Rate Income Trust position peaked at $34K in Q4 2019.
102 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2020, filed 15 May 2020.