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

WFG 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
2015 Q1	–	Sell	-13,011	Closed	-$181K	–	1842
2014 Q4	$181K	Buy	13,011 +6,011	+86%	+$85K	0.04%	459
2014 Q3	$102K	Buy	7,000 +6,000	+600%	+$89.3K	0.02%	657
2014 Q2	$15K	Hold	1,000	–	–	﹤0.01%	1367
2014 Q1	$16K	Hold	1,000	–	–	﹤0.01%	1327
2013 Q4	$15K	Hold	1,000	–	–	﹤0.01%	1451
2013 Q3	$16K	Hold	1,000	–	–	﹤0.01%	1349
2013 Q2	$17K	Buy	+1,000	New	+$17.1K	﹤0.01%	1264

Other funds holding EFT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

WFG Advisors's EFT Position: Q1 2015 in Review

WFG Advisors sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2015, closing a stake of 13,011 shares — an estimated $181K sold.

WFG Advisors first reported a position in EFT in Q2 2013 and held it in 7 quarters. The position peaked at $181K in Q4 2014. 72 funds tracked by Wall St. Rank hold EFT as of Q1 2015.

WFG Advisors reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 13,011 Eaton Vance Floating-Rate Income Trust shares in Q1 2015, an estimated $181K.
WFG Advisors first reported a position in Eaton Vance Floating-Rate Income Trust in Q2 2013 and held it in 7 quarters.
WFG Advisors's Eaton Vance Floating-Rate Income Trust position peaked at $181K in Q4 2014.
72 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.