Partnervest Advisory Services’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

Partnervest Advisory Services’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
2020 Q1	–	Sell	-11,395	Closed	-$106K	–	270
2019 Q4	$106K	Buy	11,395 +17	+0.1%	+$158	0.04%	227
2019 Q3	$104K	Sell	11,378 -513	-4%	-$4.75K	0.04%	245
2019 Q2	$110K	Buy	11,891 +17	+0.1%	+$159	0.04%	219
2019 Q1	$109K	Sell	11,874 -6,954	-37%	-$63.1K	0.05%	223
2018 Q4	$161K	Buy	18,828 +2,561	+16%	+$23K	0.08%	190
2018 Q3	$151K	Hold	16,267	–	–	0.06%	207
2018 Q2	$154K	Buy	16,267 +941	+6%	+$8.89K	0.07%	190
2018 Q1	$143K	Buy	+15,326	New	+$143K	0.07%	179

Other funds holding EFL

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

EVM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Partnervest Advisory Services's EFL Position: Q1 2020 in Review

Partnervest Advisory Services sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q1 2020, closing a stake of 11,395 shares — an estimated $106K sold.

Partnervest Advisory Services first reported a position in EFL in Q1 2018 and held it in 8 quarters. The position peaked at $161K in Q4 2018. 35 funds tracked by Wall St. Rank hold EFL as of Q1 2020.

Partnervest Advisory Services reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q1 2020 after selling out during the quarter.
Partnervest Advisory Services sold 11,395 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q1 2020, an estimated $106K.
Partnervest Advisory Services first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q1 2018 and held it in 8 quarters.
Partnervest Advisory Services's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $161K in Q4 2018.
35 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q1 2020.

Based on Partnervest Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.