TFS
EFF

TrustCore Financial Services’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

TrustCore Financial Services’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
2019
Q4 		– Sell
-483
Closed -$7K – 995
2019
Q3 		$7K Buy
+483
New +$7.33K ﹤0.01% 712

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BI
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SIA
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MHIC
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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AAM
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BFM
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TrustCore Financial Services's EFF Position: Q4 2019 in Review

TrustCore Financial Services sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q4 2019, closing a stake of 483 shares — an estimated $7K sold.

TrustCore Financial Services first reported a position in EFF in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 27 funds tracked by Wall St. Rank hold EFF as of Q4 2019.

  • TrustCore Financial Services reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q4 2019 after selling out during the quarter.
  • TrustCore Financial Services sold 483 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q4 2019, an estimated $7K.
  • TrustCore Financial Services first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q3 2019 and held it in 1 quarter.
  • TrustCore Financial Services's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $7K in Q3 2019.
  • 27 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q4 2019.

Based on TrustCore Financial Services's 13F filing for Q4 2019, filed 30 Jan 2020.