SPIA
EFF

Steward Partners Investment Advisory’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Steward Partners Investment Advisory’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
2021
Q2 		– Sell
-2,800
Closed -$45.6K – 7575
2021
Q1 		$45.6K Hold
2,800
– – ﹤0.01% 2036
2020
Q4 		$44K Hold
2,800
– – ﹤0.01% 1724
2020
Q3 		$39K Hold
2,800
– – ﹤0.01% 1616
2020
Q2 		$39K Buy
2,800
+300
+12% +$3.95K ﹤0.01% 1521
2020
Q1 		$29K Hold
2,500
– – ﹤0.01% 1473
2019
Q4 		$40K Hold
2,500
– – ﹤0.01% 1499
2019
Q3 		$38K Buy
+2,500
New +$37.9K ﹤0.01% 1479

Steward Partners Investment Advisory's EFF Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q2 2021, closing a stake of 2,800 shares — an estimated $45.6K sold.

Steward Partners Investment Advisory first reported a position in EFF in Q3 2019 and held it in 7 quarters. The position peaked at $45.6K in Q1 2021. 0 funds tracked by Wall St. Rank hold EFF as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,800 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q2 2021, an estimated $45.6K.
  • Steward Partners Investment Advisory first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q3 2019 and held it in 7 quarters.
  • Steward Partners Investment Advisory's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $45.6K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.