PIA
EFF

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

Peachtree Investment 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
2015
Q3 		– Sell
-4,200
Closed -$67K – 267
2015
Q2 		$67K Sell
4,200
-3,180
-43% -$53.9K 0.05% 173
2015
Q1 		$125K Sell
7,380
-1,162
-14% -$19.3K 0.09% 151
2014
Q4 		$138K Hold
8,542
– – 0.09% 163
2014
Q3 		$147K Buy
+8,542
New +$152K 0.1% 155

Other funds holding EFF

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Peachtree Investment Advisors's EFF Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q3 2015, closing a stake of 4,200 shares — an estimated $67K sold.

Peachtree Investment Advisors first reported a position in EFF in Q3 2014 and held it in 4 quarters. The position peaked at $147K in Q3 2014. 22 funds tracked by Wall St. Rank hold EFF as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 4,200 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q3 2015, an estimated $67K.
  • Peachtree Investment Advisors first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $147K in Q3 2014.
  • 22 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.