Newbridge Financial Services Group’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

Newbridge Financial Services Group’s Portfolio EFL Stock Details EFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,500	Closed	-$24K	–	1661
2021 Q2	$24K	Hold	2,500	–	–	0.01%	728
2021 Q1	$24K	Hold	2,500	–	–	0.02%	651
2020 Q4	$22K	Hold	2,500	–	–	0.02%	518
2020 Q3	$22K	Buy	+2,500	New	+$21.3K	0.02%	486

Other funds holding EFL

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Newbridge Financial Services Group's EFL Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q3 2021, closing a stake of 2,500 shares — an estimated $24K sold.

Newbridge Financial Services Group first reported a position in EFL in Q3 2020 and held it in 4 quarters. The position peaked at $24K in Q2 2021. 33 funds tracked by Wall St. Rank hold EFL as of Q3 2021.

Newbridge Financial Services Group reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 2,500 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q3 2021, an estimated $24K.
Newbridge Financial Services Group first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $24K in Q2 2021.
33 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.