Rehmann Capital Advisory Group’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	$4.03K	Sell	305 -305	-50%	-$4.06K	﹤0.01%	1261
2019 Q2	$8.22K	Hold	610	–	–	﹤0.01%	1409
2019 Q1	$8.04K	Hold	610	–	–	﹤0.01%	1398
2018 Q4	$7.72K	Hold	610	–	–	﹤0.01%	1136
2018 Q3	$8.91K	Hold	610	–	–	﹤0.01%	1404
2018 Q2	$8.85K	Hold	610	–	–	﹤0.01%	1380
2018 Q1	$9K	Buy	+610	New	+$8.89K	﹤0.01%	1340

Other funds holding EFT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

ISSM

Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Rehmann Capital Advisory Group's EFT Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its Eaton Vance Floating-Rate Income Trust (EFT) stake by 50% in Q3 2019, selling an estimated $4.06K and leaving 305 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Rehmann Capital Advisory Group first reported a position in EFT in Q1 2018 and has held it in 7 quarters since. The position peaked at $9K in Q1 2018. 97 funds tracked by Wall St. Rank hold EFT as of Q3 2019.

Rehmann Capital Advisory Group held 305 shares of Eaton Vance Floating-Rate Income Trust worth $4.03K as of Q3 2019.
Rehmann Capital Advisory Group sold 305 Eaton Vance Floating-Rate Income Trust shares in Q3 2019, an estimated $4.06K.
Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1261 holding.
Rehmann Capital Advisory Group first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's Eaton Vance Floating-Rate Income Trust position peaked at $9K in Q1 2018.
97 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.