WAM
EFF

Wolverine Asset Management’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History

Wolverine Asset Management’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
2020
Q4 		– Sell
-2,258
Closed -$31K – 2013
2020
Q3 		$31K Buy
+2,258
New +$32.1K ﹤0.01% 1346
2019
Q3 		– Sell
-107,819
Closed -$1.62M – 1700
2019
Q2 		$1.62M Sell
107,819
-4,461
-4% -$67.3K 0.02% 494
2019
Q1 		$1.66M Buy
112,280
+36,100
+47% +$538K 0.02% 491
2018
Q4 		$1.08M Buy
76,180
+40,162
+112% +$606K 0.01% 762
2018
Q3 		$569K Buy
+36,018
New +$583K 0.01% 985
2018
Q1 		– Sell
-102,418
Closed -$1.67M – 1774
2017
Q4 		$1.67M Buy
102,418
+44,645
+77% +$732K 0.02% 575
2017
Q3 		$959K Buy
57,773
+55,987
+3,135% +$934K 0.01% 676
2017
Q2 		$29K Buy
+1,786
New +$30.6K ﹤0.01% 1165
2015
Q1 		– Sell
-33,061
Closed -$533K – 2300
2014
Q4 		$533K Sell
33,061
-15,647
-32% -$264K 0.01% 645
2014
Q3 		$839K Sell
48,708
-35,069
-42% -$625K 0.02% 526
2014
Q2 		$1.51M Buy
83,777
+39,316
+88% +$707K 0.03% 308
2014
Q1 		$811K Buy
44,461
+16,596
+60% +$302K 0.02% 461
2013
Q4 		$505K Buy
+27,865
New +$501K 0.01% 767

Other funds holding EFF

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 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
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Wolverine Asset Management's EFF Position: Q4 2020 in Review

Wolverine Asset Management sold out of EATON VANCE FLOATING-RATE INCOME PLUS FUND (EFF) in Q4 2020, closing a stake of 2,258 shares — an estimated $31K sold.

Wolverine Asset Management first reported a position in EFF in Q4 2013 and held it in 13 quarters. The position peaked at $1.67M in Q4 2017. 32 funds tracked by Wall St. Rank hold EFF as of Q4 2020.

  • Wolverine Asset Management reported no remaining EATON VANCE FLOATING-RATE INCOME PLUS FUND position as of Q4 2020 after selling out during the quarter.
  • Wolverine Asset Management sold 2,258 EATON VANCE FLOATING-RATE INCOME PLUS FUND shares in Q4 2020, an estimated $31K.
  • Wolverine Asset Management first reported a position in EATON VANCE FLOATING-RATE INCOME PLUS FUND in Q4 2013 and held it in 13 quarters.
  • Wolverine Asset Management's EATON VANCE FLOATING-RATE INCOME PLUS FUND position peaked at $1.67M in Q4 2017.
  • 32 funds tracked by Wall St. Rank held EATON VANCE FLOATING-RATE INCOME PLUS FUND as of Q4 2020.

Based on Wolverine Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.