RIA
EFT

Realta Investment Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-2,030
Closed -$27K – 591
2019
Q4 		$27K Hold
2,030
– – 0.01% 831
2019
Q3 		$27K Hold
2,030
– – 0.01% 829
2019
Q2 		$27K Buy
2,030
+1,030
+103% +$13.9K 0.01% 829
2019
Q1 		$13K Buy
+1,000
New +$13.4K 0.01% 856

Other funds holding EFT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Realta Investment Advisors's EFT Position: Q1 2020 in Review

Realta Investment Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2020, closing a stake of 2,030 shares — an estimated $27K sold.

Realta Investment Advisors first reported a position in EFT in Q1 2019 and held it in 4 quarters. The position peaked at $27K in Q4 2019. 102 funds tracked by Wall St. Rank hold EFT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 2,030 Eaton Vance Floating-Rate Income Trust shares in Q1 2020, an estimated $27K.
  • Realta Investment Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $27K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.