United Capital Financial Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-76,409
| Closed | -$1.12M | – | 1306 |
|
|
2018
Q3 | $1.12M | Sell |
76,409
-3,023
| -4% | -$44.2K | 0.01% | 753 |
|
|
2018
Q2 | $1.15M | Sell |
79,432
-4,975
| -6% | -$72.2K | 0.01% | 731 |
|
|
2018
Q1 | $1.26M | Sell |
84,407
-11,383
| -12% | -$170K | 0.01% | 715 |
|
|
2017
Q4 | $1.37M | Sell |
95,790
-1,364
| -1% | -$19.6K | 0.01% | 708 |
|
|
2017
Q3 | $1.42M | Buy |
97,154
+7,217
| +8% | +$105K | 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% | -$403K | 0.01% | 731 |
|
|
2016
Q3 | $1.43M | Sell |
100,938
-115,001
| -53% | -$1.63M | 0.01% | 677 |
|
|
2016
Q2 | $2.81M | Sell |
215,939
-21,949
| -9% | -$285K | 0.03% | 480 |
|
|
2016
Q1 | $3.13M | Sell |
237,888
-67,538
| -22% | -$889K | 0.03% | 440 |
|
|
2015
Q4 | $3.86M | Buy |
305,426
+4,876
| +2% | +$61.6K | 0.04% | 394 |
|
|
2015
Q3 | $3.98M | Buy |
300,550
+33,349
| +12% | +$442K | 0.05% | 371 |
|
|
2015
Q2 | $3.68M | Buy |
267,201
+55,501
| +26% | +$765K | 0.04% | 423 |
|
|
2015
Q1 | $3.13M | Buy |
211,700
+57,278
| +37% | +$846K | 0.04% | 454 |
|
|
2014
Q4 | $2.15M | Sell |
154,422
-37,789
| -20% | -$525K | 0.03% | 453 |
|
|
2014
Q3 | $2.8M | Buy |
192,211
+1,510
| +0.8% | +$22K | 0.05% | 353 |
|
|
2014
Q2 | $2.88M | Buy |
190,701
+135,198
| +244% | +$2.04M | 0.05% | 335 |
|
|
2014
Q1 | $871K | Buy |
+55,503
| New | +$871K | 0.02% | 509 |
|