Shaker Financial Services’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

Shaker Financial Services’s Portfolio EFL Stock Details EFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,944	Closed	-$103K	–	186
2021 Q1	$103K	Sell	10,944 -48,316	-82%	-$447K	0.04%	162
2020 Q4	$527K	Buy	+59,260	New	+$518K	0.22%	119
2020 Q3	–	Sell	-52,204	Closed	-$423K	–	192
2020 Q2	$423K	Buy	+52,204	New	+$410K	0.23%	112

Other funds holding EFL

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Shaker Financial Services's EFL Position: Q2 2021 in Review

Shaker Financial Services sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q2 2021, closing a stake of 10,944 shares — an estimated $103K sold.

Shaker Financial Services first reported a position in EFL in Q2 2020 and held it in 3 quarters. The position peaked at $527K in Q4 2020. 33 funds tracked by Wall St. Rank hold EFL as of Q2 2021.

Shaker Financial Services reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q2 2021 after selling out during the quarter.
Shaker Financial Services sold 10,944 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q2 2021, an estimated $103K.
Shaker Financial Services first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q2 2020 and held it in 3 quarters.
Shaker Financial Services's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $527K in Q4 2020.
33 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q2 2021.

Based on Shaker Financial Services's 13F filing for Q2 2021, filed 4 Aug 2021.