PA
EFT

Pinnacle Associates’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Pinnacle Associates’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
2014
Q4 		– Sell
-43,170
Closed -$629K – 626
2014
Q3 		$629K Hold
43,170
– – 0.01% 424
2014
Q2 		$651K Sell
43,170
-1,945
-4% -$29.5K 0.01% 426
2014
Q1 		$708K Hold
45,115
– – 0.01% 402
2013
Q4 		$689K Hold
45,115
– – 0.01% 409
2013
Q3 		$703K Hold
45,115
– – 0.01% 392
2013
Q2 		$748K Buy
+45,115
New +$770K 0.02% 370

Other funds holding EFT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Associates's EFT Position: Q4 2014 in Review

Pinnacle Associates sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2014, closing a stake of 43,170 shares — an estimated $629K sold.

Pinnacle Associates first reported a position in EFT in Q2 2013 and held it in 6 quarters. The position peaked at $748K in Q2 2013. 79 funds tracked by Wall St. Rank hold EFT as of Q4 2014.

  • Pinnacle Associates reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Associates sold 43,170 Eaton Vance Floating-Rate Income Trust shares in Q4 2014, an estimated $629K.
  • Pinnacle Associates first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2013 and held it in 6 quarters.
  • Pinnacle Associates's Eaton Vance Floating-Rate Income Trust position peaked at $748K in Q2 2013.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2014.

Based on Pinnacle Associates's 13F filing for Q4 2014, filed 12 Feb 2015.