TRCT
EFF

Tower Research Capital (TRC)’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Tower Research Capital (TRC)’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
2016
Q3 		– Sell
-568
Closed -$9K – 4794
2016
Q2 		$9K Buy
568
+498
+711% +$7.47K ﹤0.01% 2958
2016
Q1 		$1K Buy
+70
New +$960 ﹤0.01% 3873
2014
Q1 		– Sell
-1,200
Closed -$22K – 5137
2013
Q4 		$22K Buy
1,200
+950
+380% +$17.1K ﹤0.01% 2245
2013
Q3 		$4K Buy
+250
New +$4.85K ﹤0.01% 3852

Other funds holding EFF

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

Tower Research Capital (TRC)'s EFF Position: Q3 2016 in Review

Tower Research Capital (TRC) sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q3 2016, closing a stake of 568 shares — an estimated $9K sold.

Tower Research Capital (TRC) first reported a position in EFF in Q3 2013 and held it in 4 quarters. The position peaked at $22K in Q4 2013. 30 funds tracked by Wall St. Rank hold EFF as of Q3 2016.

  • Tower Research Capital (TRC) reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q3 2016 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 568 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q3 2016, an estimated $9K.
  • Tower Research Capital (TRC) first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q3 2013 and held it in 4 quarters.
  • Tower Research Capital (TRC)'s EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $22K in Q4 2013.
  • 30 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q3 2016.

Based on Tower Research Capital (TRC)'s 13F filing for Q3 2016, filed 8 Nov 2016.