SFS
EFF

Shaker Financial Services’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Shaker Financial Services’s Portfolio EFF Stock Details EFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-29,954
Closed -$420K – 197
2020
Q3 		$420K Buy
+29,954
New +$425K 0.22% 112
2019
Q4 		– Sell
-19,345
Closed -$294K – 170
2019
Q3 		$294K Sell
19,345
-1,277
-6% -$19.4K 0.15% 115
2019
Q2 		$309K Hold
20,622
– – 0.16% 101
2019
Q1 		$305K Buy
+20,622
New +$307K 0.15% 102
2018
Q4 		– Sell
-63,608
Closed -$1.01M – 161
2018
Q3 		$1.01M Buy
+63,608
New +$1.03M 0.48% 60
2018
Q1 		– Sell
-148,695
Closed -$2.42M – 139
2017
Q4 		$2.42M Sell
148,695
-88,303
-37% -$1.45M 1.15% 28
2017
Q3 		$3.94M Buy
236,998
+2,602
+1% +$43.4K 2.09% 12
2017
Q2 		$3.93M Buy
234,396
+50,076
+27% +$858K 2.21% 15
2017
Q1 		$3.11M Buy
184,320
+134,574
+271% +$2.29M 1.76% 16
2016
Q4 		$853K Sell
49,746
-4,787
-9% -$77.2K 0.51% 61
2016
Q3 		$853K Buy
54,533
+18,461
+51% +$284K 0.56% 59
2016
Q2 		$540K Buy
+36,072
New +$541K 0.37% 73
2014
Q3 		– Sell
-20,082
Closed -$362K – 165
2014
Q2 		$362K Hold
20,082
– – 0.22% 109
2014
Q1 		$367K Buy
+20,082
New +$366K 0.24% 109

Other funds holding EFF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Shaker Financial Services's EFF Position: Q4 2020 in Review

Shaker Financial Services sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q4 2020, closing a stake of 29,954 shares — an estimated $420K sold.

Shaker Financial Services first reported a position in EFF in Q1 2014 and held it in 14 quarters. The position peaked at $3.94M in Q3 2017. 32 funds tracked by Wall St. Rank hold EFF as of Q4 2020.

  • Shaker Financial Services reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q4 2020 after selling out during the quarter.
  • Shaker Financial Services sold 29,954 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q4 2020, an estimated $420K.
  • Shaker Financial Services first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q1 2014 and held it in 14 quarters.
  • Shaker Financial Services's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $3.94M in Q3 2017.
  • 32 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q4 2020.

Based on Shaker Financial Services's 13F filing for Q4 2020, filed 3 Feb 2021.