SCM
EFF

Shelton Capital Management’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Shelton Capital Management’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
-172,796
Closed -$2.42M – 842
2020
Q3 		$2.42M Buy
+172,796
New +$2.45M 0.1% 224

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

Shelton Capital Management's EFF Position: Q4 2020 in Review

Shelton Capital Management sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q4 2020, closing a stake of 172,796 shares — an estimated $2.42M sold.

Shelton Capital Management first reported a position in EFF in Q3 2020 and held it in 1 quarter. The position peaked at $2.42M in Q3 2020. 32 funds tracked by Wall St. Rank hold EFF as of Q4 2020.

  • Shelton Capital Management reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 172,796 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q4 2020, an estimated $2.42M.
  • Shelton Capital Management first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q3 2020 and held it in 1 quarter.
  • Shelton Capital Management's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $2.42M in Q3 2020.
  • 32 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.