RG
EFT

Retirement Group’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Retirement 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
2024
Q1 		$11.3K Buy
+850
New +$11.1K ﹤0.01% 447

Other funds holding EFT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's EFT Position: Q1 2024 in Review

Retirement Group opened a new position in Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2024: 850 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings.

70 funds tracked by Wall St. Rank hold EFT as of Q1 2024.

  • Retirement Group held 850 shares of Eaton Vance Floating-Rate Income Trust worth $11.3K as of Q1 2024.
  • Eaton Vance Floating-Rate Income Trust was a new Retirement Group position in Q1 2024.
  • Eaton Vance Floating-Rate Income Trust made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #447 holding.
  • 70 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.