Parsons Capital Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Parsons Capital 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 Q2	–	Sell	-26,445	Closed	-$352K	–	445
2024 Q1	$352K	Sell	26,445 -4,915	-16%	-$64.4K	0.02%	361
2023 Q4	$394K	Hold	31,360	–	–	0.03%	338
2023 Q3	$386K	Sell	31,360 -7,240	-19%	-$87.5K	0.03%	328
2023 Q2	$451K	Sell	38,600 -470	-1%	-$5.38K	0.03%	311
2023 Q1	$450K	Hold	39,070	–	–	0.04%	308
2022 Q4	$433K	Sell	39,070 -1,750	-4%	-$19.8K	0.04%	304
2022 Q3	$464K	Hold	40,820	–	–	0.04%	285
2022 Q2	$481K	Buy	40,820 +1,210	+3%	+$15.1K	0.04%	282
2022 Q1	$524K	Buy	+39,610	New	+$555K	0.04%	299

Other funds holding EFT

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

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Parsons Capital Management's EFT Position: Q2 2024 in Review

Parsons Capital Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2024, closing a stake of 26,445 shares — an estimated $352K sold.

Parsons Capital Management first reported a position in EFT in Q1 2022 and held it in 9 quarters. The position peaked at $524K in Q1 2022. 70 funds tracked by Wall St. Rank hold EFT as of Q2 2024.

Parsons Capital Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2024 after selling out during the quarter.
Parsons Capital Management sold 26,445 Eaton Vance Floating-Rate Income Trust shares in Q2 2024, an estimated $352K.
Parsons Capital Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2022 and held it in 9 quarters.
Parsons Capital Management's Eaton Vance Floating-Rate Income Trust position peaked at $524K in Q1 2022.
70 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2024.

Based on Parsons Capital Management's 13F filing for Q2 2024, filed 19 Jul 2024.