MWM
EFF

Merriman Wealth Management’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Merriman Wealth Management’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
Q1 		– Sell
-16,435
Closed -$298K – 103
2013
Q4 		$298K Buy
+16,435
New +$296K 0.13% 66

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Merriman Wealth Management's EFF Position: Q1 2014 in Review

Merriman Wealth Management sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2014, closing a stake of 16,435 shares — an estimated $298K sold.

Merriman Wealth Management first reported a position in EFF in Q4 2013 and held it in 1 quarter. The position peaked at $298K in Q4 2013. 16 funds tracked by Wall St. Rank hold EFF as of Q1 2014.

  • Merriman Wealth Management reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 16,435 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2014, an estimated $298K.
  • Merriman Wealth Management first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $298K in Q4 2013.
  • 16 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.