WFG Advisors’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

WFG Advisors’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
2016 Q1	–	Sell	-1,000	Closed	-$14K	–	1725
2015 Q4	$14K	Hold	1,000	–	–	﹤0.01%	1005
2015 Q3	$15K	Hold	1,000	–	–	﹤0.01%	984
2015 Q2	$16K	Hold	1,000	–	–	﹤0.01%	1049
2015 Q1	$17K	Hold	1,000	–	–	﹤0.01%	1037
2014 Q4	$16K	Hold	1,000	–	–	﹤0.01%	1313
2014 Q3	$17K	Hold	1,000	–	–	﹤0.01%	1342
2014 Q2	$18K	Hold	1,000	–	–	﹤0.01%	1318
2014 Q1	$18K	Hold	1,000	–	–	﹤0.01%	1292
2013 Q4	$18K	Hold	1,000	–	–	﹤0.01%	1389
2013 Q3	$18K	Buy	+1,000	New	+$19.4K	﹤0.01%	1321

Other funds holding EFF

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

MHIC

Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's EFF Position: Q1 2016 in Review

WFG Advisors sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q1 2016, closing a stake of 1,000 shares — an estimated $14K sold.

WFG Advisors first reported a position in EFF in Q3 2013 and held it in 10 quarters. The position peaked at $18K in Q2 2014. 27 funds tracked by Wall St. Rank hold EFF as of Q1 2016.

WFG Advisors reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q1 2016 after selling out during the quarter.
WFG Advisors sold 1,000 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q1 2016, an estimated $14K.
WFG Advisors first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q3 2013 and held it in 10 quarters.
WFG Advisors's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $18K in Q2 2014.
27 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.