UCFA
EFT

United Capital Financial Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

United Capital Financial Advisors’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
2018
Q4 		– Sell
-76,409
Closed -$1.12M – 1306
2018
Q3 		$1.12M Sell
76,409
-3,023
-4% -$44.4K 0.01% 753
2018
Q2 		$1.15M Sell
79,432
-4,975
-6% -$74.3K 0.01% 731
2018
Q1 		$1.26M Sell
84,407
-11,383
-12% -$166K 0.01% 715
2017
Q4 		$1.37M Sell
95,790
-1,364
-1% -$19.7K 0.01% 708
2017
Q3 		$1.42M Buy
97,154
+7,217
+8% +$107K 0.01% 671
2017
Q2 		$1.36M Buy
89,937
+6,924
+8% +$105K 0.01% 678
2017
Q1 		$1.26M Buy
83,013
+9,156
+12% +$139K 0.01% 683
2016
Q4 		$1.1M Sell
73,857
-27,081
-27% -$393K 0.01% 731
2016
Q3 		$1.43M Sell
100,938
-115,001
-53% -$1.6M 0.01% 677
2016
Q2 		$2.81M Sell
215,939
-21,949
-9% -$293K 0.03% 480
2016
Q1 		$3.13M Sell
237,888
-67,538
-22% -$833K 0.03% 440
2015
Q4 		$3.86M Buy
305,426
+4,876
+2% +$63.3K 0.04% 394
2015
Q3 		$3.98M Buy
300,550
+33,349
+12% +$458K 0.05% 371
2015
Q2 		$3.68M Buy
267,201
+55,501
+26% +$807K 0.04% 423
2015
Q1 		$3.13M Buy
211,700
+57,278
+37% +$813K 0.04% 454
2014
Q4 		$2.15M Sell
154,422
-37,789
-20% -$534K 0.03% 453
2014
Q3 		$2.8M Buy
192,211
+1,510
+0.8% +$22.5K 0.05% 353
2014
Q2 		$2.88M Buy
190,701
+135,198
+244% +$2.05M 0.05% 335
2014
Q1 		$871K Buy
+55,503
New +$859K 0.02% 509

Other funds holding EFT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

United Capital Financial Advisors's EFT Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q4 2018, closing a stake of 76,409 shares — an estimated $1.12M sold.

United Capital Financial Advisors first reported a position in EFT in Q1 2014 and held it in 19 quarters. The position peaked at $3.98M in Q3 2015. 97 funds tracked by Wall St. Rank hold EFT as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 76,409 Eaton Vance Floating-Rate Income Trust shares in Q4 2018, an estimated $1.12M.
  • United Capital Financial Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q1 2014 and held it in 19 quarters.
  • United Capital Financial Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $3.98M in Q3 2015.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.