Northwestern Mutual Wealth Management
EFT

Northwestern Mutual Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q3 		– Sell
-2,965
Closed -$39.8K – 3656
2024
Q2 		$39.8K Buy
+2,965
New +$39.7K ﹤0.01% 2167
2021
Q4 		– Sell
-314
Closed -$5K – 3187
2021
Q3 		$5K Buy
+314
New +$4.62K ﹤0.01% 2661
2020
Q4 		– Sell
-500
Closed -$6K – 2729
2020
Q3 		$6K Buy
+500
New +$5.91K ﹤0.01% 2124
2019
Q3 		– Sell
-2,210
Closed -$30K – 2506
2019
Q2 		$30K Buy
+2,210
New +$29.9K ﹤0.01% 1574
2018
Q4 		– Sell
-1,631
Closed -$24K – 2444
2018
Q3 		$24K Hold
1,631
– – ﹤0.01% 1583
2018
Q2 		$24K Hold
1,631
– – ﹤0.01% 1523
2018
Q1 		$24K Hold
1,631
– – ﹤0.01% 1460
2017
Q4 		$23K Sell
1,631
-3,000
-65% -$43.2K ﹤0.01% 1456
2017
Q3 		$68K Buy
4,631
+1,500
+48% +$22.3K ﹤0.01% 1009
2017
Q2 		$47K Buy
3,131
+1,250
+66% +$18.9K ﹤0.01% 1114
2017
Q1 		$29K Buy
+1,881
New +$28.6K ﹤0.01% 1199
2015
Q1 		– Sell
-7,307
Closed -$101K – 1609
2014
Q4 		$101K Buy
7,307
+116
+2% +$1.64K ﹤0.01% 521
2014
Q3 		$105K Buy
7,191
+104
+1% +$1.55K ﹤0.01% 488
2014
Q2 		$107K Buy
7,087
+101
+1% +$1.53K ﹤0.01% 478
2014
Q1 		$110K Buy
6,986
+122
+2% +$1.89K ﹤0.01% 470
2013
Q4 		$105K Buy
6,864
+101
+1% +$1.56K ﹤0.01% 478
2013
Q3 		$105K Buy
6,763
+97
+1% +$1.58K 0.01% 451
2013
Q2 		$110K Buy
+6,666
New +$114K 0.01% 427

Other funds holding EFT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's EFT Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2024, closing a stake of 2,965 shares — an estimated $39.8K sold.

Northwestern Mutual Wealth Management first reported a position in EFT in Q2 2013 and held it in 18 quarters. The position peaked at $110K in Q1 2014. 80 funds tracked by Wall St. Rank hold EFT as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,965 Eaton Vance Floating-Rate Income Trust shares in Q3 2024, an estimated $39.8K.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2013 and held it in 18 quarters.
  • Northwestern Mutual Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $110K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.