OA
EFF

Oxbow Advisors’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Oxbow Advisors’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
2017
Q1 		– Sell
-14,735
Closed -$251K – 286
2016
Q4 		$251K Buy
+14,735
New +$238K 0.03% 218

Other funds holding EFF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Oxbow Advisors's EFF Position: Q1 2017 in Review

Oxbow Advisors sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2017, closing a stake of 14,735 shares — an estimated $251K sold.

Oxbow Advisors first reported a position in EFF in Q4 2016 and held it in 1 quarter. The position peaked at $251K in Q4 2016. 22 funds tracked by Wall St. Rank hold EFF as of Q1 2017.

  • Oxbow Advisors reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2017 after selling out during the quarter.
  • Oxbow Advisors sold 14,735 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2017, an estimated $251K.
  • Oxbow Advisors first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2016 and held it in 1 quarter.
  • Oxbow Advisors's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $251K in Q4 2016.
  • 22 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2017.

Based on Oxbow Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.