SNC
EFT

Stifel Nicolaus & Co’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$584K Sell
37,488
-506
-1% -$8.25K 0.01% 846
2013
Q2 		$630K Buy
+37,994
New +$649K 0.01% 771

Other funds holding EFT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SAM
Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Stifel Nicolaus & Co's EFT Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Eaton Vance Floating-Rate Income Trust (EFT) stake by 1.3% in Q3 2013, selling an estimated $8.25K and leaving 37,488 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #846.

Stifel Nicolaus & Co first reported a position in EFT in Q2 2013 and has held it in 2 quarters since. The position peaked at $630K in Q2 2013. 59 funds tracked by Wall St. Rank hold EFT as of Q3 2013.

  • Stifel Nicolaus & Co held 37,488 shares of Eaton Vance Floating-Rate Income Trust worth $584K as of Q3 2013.
  • Stifel Nicolaus & Co sold 506 Eaton Vance Floating-Rate Income Trust shares in Q3 2013, an estimated $8.25K.
  • Eaton Vance Floating-Rate Income Trust made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #846 holding.
  • Stifel Nicolaus & Co first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Eaton Vance Floating-Rate Income Trust position peaked at $630K in Q2 2013.
  • 59 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.