OneDigital Investment Advisors’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

OneDigital Investment Advisors’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 Q4	–	Sell	-18,681	Closed	-$175K	–	840
2021 Q3	$175K	Buy	18,681 +1,636	+10%	+$15.4K	0.01%	702
2021 Q2	$161K	Buy	17,045 +5,313	+45%	+$50.2K	0.01%	696
2021 Q1	$110K	Hold	11,732	–	–	0.01%	655
2020 Q4	$104K	Hold	11,732	–	–	0.01%	640
2020 Q3	$104K	Sell	11,732 -2,000	-15%	-$17K	0.01%	585
2020 Q2	$111K	Hold	13,732	–	–	0.01%	582
2020 Q1	$103K	Buy	13,732 +2,000	+17%	+$17.7K	0.01%	509
2019 Q4	$110K	Hold	11,732	–	–	0.01%	552
2019 Q3	$107K	Sell	11,732 -11,732	-50%	-$109K	0.01%	512
2019 Q2	$218K	Buy	23,464 +19,300	+463%	+$180K	0.02%	389
2019 Q1	$38K	Buy	4,164 +1,129	+37%	+$10.2K	0.01%	550
2018 Q4	$26K	Buy	+3,035	New	+$27.2K	﹤0.01%	623

Other funds holding EFL

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

EVM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $5B AUM 26.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OneDigital Investment Advisors's EFL Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q4 2021, closing a stake of 18,681 shares — an estimated $175K sold.

OneDigital Investment Advisors first reported a position in EFL in Q4 2018 and held it in 12 quarters. The position peaked at $218K in Q2 2019. 34 funds tracked by Wall St. Rank hold EFL as of Q4 2021.

OneDigital Investment Advisors reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q4 2021 after selling out during the quarter.
OneDigital Investment Advisors sold 18,681 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q4 2021, an estimated $175K.
OneDigital Investment Advisors first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q4 2018 and held it in 12 quarters.
OneDigital Investment Advisors's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $218K in Q2 2019.
34 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.