SFS
EFT

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

Sowell 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
2021
Q2 		– Sell
-6,733
Closed -$96K – 1128
2021
Q1 		$96K Buy
6,733
+2
+0% +$28 ﹤0.01% 1382
2020
Q4 		$89K Buy
6,731
+2
+0% +$26 ﹤0.01% 1197
2020
Q3 		$80K Sell
6,729
-498
-7% -$5.89K ﹤0.01% 1057
2020
Q2 		$82K Sell
7,227
-1,324
-15% -$14.5K ﹤0.01% 1020
2020
Q1 		$88K Sell
8,551
-1,530
-15% -$19.6K 0.01% 885
2019
Q4 		$138K Sell
10,081
-1,026
-9% -$13.7K 0.01% 818
2019
Q3 		$147K Buy
+11,107
New +$148K 0.01% 728
2019
Q1 		$144K Buy
+10,951
New +$147K 0.02% 546
2018
Q4 		– Sell
-11,652
Closed -$170K – 477
2018
Q3 		$170K Buy
11,652
+10
+0.1% +$147 0.02% 344
2018
Q2 		$171K Buy
11,642
+15
+0.1% +$224 0.04% 276
2018
Q1 		$176K Buy
11,627
+16
+0.1% +$233 0.04% 256
2017
Q4 		$167K Buy
11,611
+15
+0.1% +$216 0.04% 248
2017
Q3 		$168K Buy
11,596
+15
+0.1% +$223 0.04% 240
2017
Q2 		$175K Buy
11,581
+14
+0.1% +$212 0.05% 243
2017
Q1 		$175K Buy
11,567
+968
+9% +$14.7K 0.05% 243
2016
Q4 		$162K Buy
+10,599
New +$154K 0.05% 211

Other funds holding EFT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's EFT Position: Q2 2021 in Review

Sowell Financial Services sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2021, closing a stake of 6,733 shares — an estimated $96K sold.

Sowell Financial Services first reported a position in EFT in Q4 2016 and held it in 16 quarters. The position peaked at $176K in Q1 2018. 86 funds tracked by Wall St. Rank hold EFT as of Q2 2021.

  • Sowell Financial Services reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,733 Eaton Vance Floating-Rate Income Trust shares in Q2 2021, an estimated $96K.
  • Sowell Financial Services first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2016 and held it in 16 quarters.
  • Sowell Financial Services's Eaton Vance Floating-Rate Income Trust position peaked at $176K in Q1 2018.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.