WEC
EFT

Winslow Evans & Crocker’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-1,770
Closed -$26K – 1134
2019
Q4 		$26K Hold
1,770
– – 0.01% 618
2019
Q3 		$24K Hold
1,770
– – 0.01% 621
2019
Q2 		$24K Sell
1,770
-400
-18% -$5.42K 0.01% 638
2019
Q1 		$30K Hold
2,170
– – 0.01% 588
2018
Q4 		$28K Hold
2,170
– – 0.01% 564
2018
Q3 		$32K Hold
2,170
– – 0.01% 562
2018
Q2 		$32K Buy
2,170
+400
+23% +$5.97K 0.01% 580
2018
Q1 		$26.5K Hold
1,770
– – 0.01% 599
2017
Q4 		$25.4K Sell
1,770
-526
-23% -$7.58K 0.01% 613
2017
Q3 		$33.6K Sell
2,296
-18,299
-89% -$272K 0.01% 557
2017
Q2 		$312K Sell
20,595
-101
-0.5% -$1.53K 0.09% 243
2017
Q1 		$313K Buy
20,696
+18,826
+1,007% +$286K 0.1% 218
2016
Q4 		$27.9K Buy
1,870
+1,070
+134% +$15.5K 0.01% 665
2016
Q3 		$11.4K Hold
800
– – ﹤0.01% 872
2016
Q2 		$10.7K Sell
800
-1,500
-65% -$20K ﹤0.01% 860
2016
Q1 		$30.3K Sell
2,300
-600
-21% -$7.4K 0.01% 605
2015
Q4 		$36.7K Sell
2,900
-300
-9% -$3.9K 0.01% 594
2015
Q3 		$42.4K Hold
3,200
– – 0.01% 544
2015
Q2 		$44.1K Sell
3,200
-326
-9% -$4.74K 0.01% 579
2015
Q1 		$51.4K Hold
3,526
– – 0.01% 543
2014
Q4 		$49K Buy
3,526
+1,500
+74% +$21.2K 0.01% 545
2014
Q3 		$29.5K Sell
2,026
-949
-32% -$14.1K 0.01% 667
2014
Q2 		$44.9K Sell
2,975
-200
-6% -$3.03K 0.01% 515
2014
Q1 		$49.8K Sell
3,175
-200
-6% -$3.1K 0.02% 491
2013
Q4 		$52K Buy
+3,375
New +$52.1K 0.02% 508

Other funds holding EFT

SCM
Saba Capital Management New York $3.62B AUM 13% 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
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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Winslow Evans & Crocker's EFT Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of Eaton Vance Floating-Rate Income Trust (EFT) in Q1 2020, closing a stake of 1,770 shares — an estimated $26K sold.

Winslow Evans & Crocker first reported a position in EFT in Q4 2013 and held it in 25 quarters. The position peaked at $313K in Q1 2017. 102 funds tracked by Wall St. Rank hold EFT as of Q1 2020.

  • Winslow Evans & Crocker reported no remaining Eaton Vance Floating-Rate Income Trust position as of Q1 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,770 Eaton Vance Floating-Rate Income Trust shares in Q1 2020, an estimated $26K.
  • Winslow Evans & Crocker first reported a position in Eaton Vance Floating-Rate Income Trust in Q4 2013 and held it in 25 quarters.
  • Winslow Evans & Crocker's Eaton Vance Floating-Rate Income Trust position peaked at $313K in Q1 2017.
  • 102 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate Income Trust as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.