RGT Wealth Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

RGT Wealth 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
2018 Q1	–	Sell	-10,260	Closed	-$147K	–	106
2017 Q4	$147K	Buy	+10,260	New	+$148K	0.08%	95
2017 Q2	–	Sell	-13,404	Closed	-$203K	–	97
2017 Q1	$203K	Buy	+13,404	New	+$204K	0.14%	94

Other funds holding EFT

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

RCA

Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 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

BAM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

ISSM

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

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

RGT Wealth Advisors's EFT Position: Q1 2018 in Review

RGT Wealth Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2018, closing a stake of 10,260 shares — an estimated $147K sold.

RGT Wealth Advisors first reported a position in EFT in Q1 2017 and held it in 2 quarters. The position peaked at $203K in Q1 2017. 77 funds tracked by Wall St. Rank hold EFT as of Q1 2018.

RGT Wealth Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2018 after selling out during the quarter.
RGT Wealth Advisors sold 10,260 Eaton Vance Floating-Rate Income Trust shares in Q1 2018, an estimated $147K.
RGT Wealth Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2017 and held it in 2 quarters.
RGT Wealth Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $203K in Q1 2017.
77 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2018.

Based on RGT Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.