W
EFT

Wealthfront’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Wealthfront’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
2015
Q1 		– Sell
-656
Closed -$9K – 1211
2014
Q4 		$9K Buy
+656
New +$9.28K ﹤0.01% 571

Other funds holding EFT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Restructuring Capital Associates Stamford, Connecticut $115M AUM 20.18% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
SAM
Symphony Asset Management San Francisco, California $309M AUM 9.39% 1-Year Est. Return

Wealthfront's EFT Position: Q1 2015 in Review

Wealthfront sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2015, closing a stake of 656 shares — an estimated $9K sold.

Wealthfront first reported a position in EFT in Q4 2014 and held it in 1 quarter. The position peaked at $9K in Q4 2014. 72 funds tracked by Wall St. Rank hold EFT as of Q1 2015.

  • Wealthfront reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2015 after selling out during the quarter.
  • Wealthfront sold 656 Eaton Vance Floating-Rate Income Trust shares in Q1 2015, an estimated $9K.
  • Wealthfront first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2014 and held it in 1 quarter.
  • Wealthfront's Eaton Vance Floating-Rate Income Trust position peaked at $9K in Q4 2014.
  • 72 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2015.

Based on Wealthfront's 13F filing for Q1 2015, filed 14 May 2015.