TIM
EFT

Triad Investment Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Triad Investment 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
2020
Q4 		$1.23M Sell
93,319
-7,614
-8% -$98.4K 1.36% 30
2020
Q3 		$1.2M Sell
100,933
-24,847
-20% -$294K 1.7% 27
2020
Q2 		$1.43M Sell
125,780
-11,216
-8% -$123K 1.94% 27
2020
Q1 		$1.4M Buy
136,996
+18,886
+16% +$241K 2.44% 22
2019
Q4 		$1.62M Buy
118,110
+107,410
+1,004% +$1.43M 1.57% 29
2019
Q3 		$141K Buy
+10,700
New +$142K 0.15% 44

Other funds holding EFT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triad Investment Management's EFT Position: Q4 2020 in Review

Triad Investment Management reduced its Eaton Vance Floating-Rate Income Trust (EFT) stake by 7.5% in Q4 2020, selling an estimated $98.4K and leaving 93,319 shares worth $1.23M. The position accounts for 1.36% of the portfolio, ranked #30.

Triad Investment Management first reported a position in EFT in Q3 2019 and has held it in 6 quarters since. The position peaked at $1.62M in Q4 2019. 96 funds tracked by Wall St. Rank hold EFT as of Q4 2020.

  • Triad Investment Management held 93,319 shares of Eaton Vance Floating-Rate Income Trust worth $1.23M as of Q4 2020.
  • Triad Investment Management sold 7,614 Eaton Vance Floating-Rate Income Trust shares in Q4 2020, an estimated $98.4K.
  • Eaton Vance Floating-Rate Income Trust made up 1.36% of Triad Investment Management's portfolio in Q4 2020, its #30 holding.
  • Triad Investment Management first reported a position in Eaton Vance Floating-Rate Income Trust in Q3 2019 and has held it in 6 quarters since.
  • Triad Investment Management's Eaton Vance Floating-Rate Income Trust position peaked at $1.62M in Q4 2019.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2020.

Based on Triad Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.