WAM
EFT

Wealthspire Advisors (Maryland)’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-37,765
Closed -$387K – 452
2020
Q1 		$387K Buy
+37,765
New +$483K 0.03% 268
2018
Q2 		– Sell
-169
Closed -$3K – 2465
2018
Q1 		$3K Sell
169
-115
-40% -$1.68K ﹤0.01% 2005
2017
Q4 		$4K Buy
+284
New +$4.09K ﹤0.01% 1896

Other funds holding EFT

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EFT Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q2 2020, closing a stake of 37,765 shares — an estimated $387K sold.

Wealthspire Advisors (Maryland) first reported a position in EFT in Q4 2017 and held it in 3 quarters. The position peaked at $387K in Q1 2020. 93 funds tracked by Wall St. Rank hold EFT as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 37,765 Eaton Vance Floating-Rate Income Trust shares in Q2 2020, an estimated $387K.
  • Wealthspire Advisors (Maryland) first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Eaton Vance Floating-Rate Income Trust position peaked at $387K in Q1 2020.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.