TCWM
EFT

Total Clarity Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Total Clarity Wealth Management’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
Q4 		– Sell
-2,043
Closed -$30K – 1003
2021
Q3 		$30K Buy
+2,043
New +$30K 0.01% 479

Other funds holding EFT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Total Clarity Wealth Management's EFT Position: Q4 2021 in Review

Total Clarity Wealth Management sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2021, closing a stake of 2,043 shares — an estimated $30K sold.

Total Clarity Wealth Management first reported a position in EFT in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 75 funds tracked by Wall St. Rank hold EFT as of Q4 2021.

  • Total Clarity Wealth Management reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 2,043 Eaton Vance Floating-Rate Income Trust shares in Q4 2021, an estimated $30K.
  • Total Clarity Wealth Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2021 and held it in 1 quarter.
  • Total Clarity Wealth Management's Eaton Vance Floating-Rate Income Trust position peaked at $30K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2021.

Based on Total Clarity Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.