SeaCrest Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-8,083	Closed	-$95K	–	863
2022 Q2	$95K	Buy	+8,083	New	+$101K	0.01%	877
2019 Q3	–	Sell	-10,738	Closed	-$145K	–	548
2019 Q2	$145K	Buy	10,738 +500	+5%	+$6.77K	0.03%	485
2019 Q1	$135K	Hold	10,238	–	–	0.02%	590
2018 Q4	$130K	Sell	10,238 -1,500	-13%	-$20.4K	0.03%	567
2018 Q3	$171K	Hold	11,738	–	–	0.03%	560
2018 Q2	$170K	Hold	11,738	–	–	0.03%	546
2018 Q1	$175K	Sell	11,738 -1,040	-8%	-$15.2K	0.03%	523
2017 Q4	$183K	Buy	+12,778	New	+$184K	0.03%	524

Other funds holding EFT

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

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

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MHIC

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SeaCrest Wealth Management's EFT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2022, closing a stake of 8,083 shares — an estimated $95K sold.

SeaCrest Wealth Management first reported a position in EFT in Q4 2017 and held it in 8 quarters. The position peaked at $183K in Q4 2017. 84 funds tracked by Wall St. Rank hold EFT as of Q3 2022.

SeaCrest Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 8,083 Eaton Vance Floating-Rate Income Trust shares in Q3 2022, an estimated $95K.
SeaCrest Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2017 and held it in 8 quarters.
SeaCrest Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $183K in Q4 2017.
84 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.