WEC
FCT

Winslow Evans & Crocker’s First Trust Senior Floating Rate Income Fund II FCT Stock Holding History

Winslow Evans & Crocker’s Portfolio FCT Stock Details FCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,000
Closed -$73K – 1325
2013
Q4 		$73K Buy
+5,000
New +$72K 0.03% 446

Other funds holding FCT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Winslow Evans & Crocker's FCT Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of First Trust Senior Floating Rate Income Fund II (FCT) in Q1 2014, closing a stake of 5,000 shares — an estimated $73K sold.

Winslow Evans & Crocker first reported a position in FCT in Q4 2013 and held it in 1 quarter. The position peaked at $73K in Q4 2013. 45 funds tracked by Wall St. Rank hold FCT as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining First Trust Senior Floating Rate Income Fund II position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 5,000 First Trust Senior Floating Rate Income Fund II shares in Q1 2014, an estimated $73K.
  • Winslow Evans & Crocker first reported a position in First Trust Senior Floating Rate Income Fund II in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's First Trust Senior Floating Rate Income Fund II position peaked at $73K in Q4 2013.
  • 45 funds tracked by Wall St. Rank held First Trust Senior Floating Rate Income Fund II as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.