OWP
EFT

Obermeyer Wealth Partners’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-150
Closed -$2K – 133
2013
Q2 		$2K Buy
+150
New +$2.56K ﹤0.01% 344

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U
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Obermeyer Wealth Partners's EFT Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2013, closing a stake of 150 shares — an estimated $2K sold.

Obermeyer Wealth Partners first reported a position in EFT in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 59 funds tracked by Wall St. Rank hold EFT as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 150 Eaton Vance Floating-Rate Income Trust shares in Q3 2013, an estimated $2K.
  • Obermeyer Wealth Partners first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Eaton Vance Floating-Rate Income Trust position peaked at $2K in Q2 2013.
  • 59 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.