SWP
EFF

Stratos Wealth Partners’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-275
Closed -$5K – 2872
2018
Q1 		$5K Buy
+275
New +$4.5K ﹤0.01% 2635

Other funds holding EFF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Stratos Wealth Partners's EFF Position: Q2 2018 in Review

Stratos Wealth Partners sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q2 2018, closing a stake of 275 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in EFF in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 22 funds tracked by Wall St. Rank hold EFF as of Q2 2018.

  • Stratos Wealth Partners reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 275 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q2 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q1 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $5K in Q1 2018.
  • 22 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.