Shaker Financial Services
EFT icon

Shaker Financial Services’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Shaker Financial Services’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
2026
Q3 		– Sell
-33,856
Closed -$366K – 148
2026
Q2 		$366K Sell
33,856
-20,031
-37% -$217K 0.11% 123
2026
Q1 		$578K Sell
53,887
-13,125
-20% -$146K 0.2% 106
2025
Q4 		$762K Buy
67,012
+54,212
+424% +$621K 0.24% 114
2025
Q3 		$151K Buy
+12,800
New +$156K 0.05% 144
2025
Q1 		– Sell
-35,985
Closed -$465K – 160
2024
Q4 		$465K Sell
35,985
-18,767
-34% -$248K 0.18% 129
2024
Q3 		$705K Buy
+54,752
New +$722K 0.27% 98
2023
Q4 		– Sell
-99,117
Closed -$1.22M – 157
2023
Q3 		$1.22M Sell
99,117
-76,318
-44% -$923K 0.57% 60
2023
Q2 		$2.05M Sell
175,435
-7,611
-4% -$87.2K 0.9% 38
2023
Q1 		$2.11M Buy
183,046
+19,693
+12% +$230K 0.92% 38
2022
Q4 		$1.82M Buy
163,353
+4,318
+3% +$48.8K 0.85% 38
2022
Q3 		$1.81M Sell
159,035
-7,841
-5% -$94.7K 0.89% 34
2022
Q2 		$1.97M Buy
166,876
+39,813
+31% +$496K 0.96% 35
2022
Q1 		$1.68M Buy
+127,063
New +$1.78M 0.63% 55
2020
Q4 		– Sell
-56,605
Closed -$672K – 175
2020
Q3 		$672K Buy
56,605
+11,849
+26% +$140K 0.36% 83
2020
Q2 		$510K Buy
44,756
+7,230
+19% +$79.4K 0.28% 98
2020
Q1 		$385K Buy
37,526
+604
+2% +$7.72K 0.26% 107
2019
Q4 		$507K Sell
36,922
-16,745
-31% -$224K 0.23% 90
2019
Q3 		$709K Sell
53,667
-665
-1% -$8.85K 0.36% 80
2019
Q2 		$732K Buy
54,332
+34,022
+168% +$461K 0.38% 73
2019
Q1 		$268K Buy
+20,310
New +$272K 0.14% 105
2014
Q4 		– Sell
-39,426
Closed -$574K – 141
2014
Q3 		$574K Sell
39,426
-22,500
-36% -$335K 0.37% 76
2014
Q2 		$934K Buy
+61,926
New +$938K 0.57% 64

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Shaker Financial Services's EFT Position: Q3 2026 in Review

Shaker Financial Services sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q3 2026, closing a stake of 33,856 shares — an estimated $366K sold.

Shaker Financial Services first reported a position in EFT in Q2 2014 and held it in 22 quarters. The position peaked at $2.11M in Q1 2023. 15 funds tracked by Wall St. Rank hold EFT as of Q3 2026.

  • Shaker Financial Services reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q3 2026 after selling out during the quarter.
  • Shaker Financial Services sold 33,856 Eaton Vance Floating-Rate Income Trust shares in Q3 2026, an estimated $366K.
  • Shaker Financial Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2014 and held it in 22 quarters.
  • Shaker Financial Services's Eaton Vance Floating-Rate Income Trust position peaked at $2.11M in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.