United Capital Financial Advisers, LLC Eaton Vance Floating Rate Income Trust Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	$12.36 - $14.57 $944,415 - $1.11 Million	-76,409 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	$14.42 - $14.86 $43,591 - $44,921	-3,023 Reduced 3.81%	76,409 $1.12 Million
Q2 2018 Aug 14, 2018	SELL	$14.46 - $15.28 $71,938 - $76,018	-4,975 Reduced 5.89%	79,432 $1.15 Million
Q1 2018 May 15, 2018	SELL	$14.24 - $14.95 $162,093 - $170,175	-11,383 Reduced 11.88%	84,407 $1.26 Million
Q4 2017 Feb 13, 2018	SELL	$14.05 - $14.67 $19,164 - $20,009	-1,364 Reduced 1.4%	95,790 $1.37 Million
Q3 2017 Nov 14, 2017	BUY	$14.42 - $15.28 $104,069 - $110,275	7,217 Added 8.02%	97,154 $1.42 Million
Q2 2017 Aug 14, 2017	BUY	N/A	89,937	89,937 $1.36 Million

Others Institutions Holding EFT

# of Institutions

87

Shares Held

7.58M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.45M
Shares

$19.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.35M
Shares

$18.1 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

559K
Shares

$7.5 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

472K
Shares

$6.33 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

421K
Shares

$5.65 Million
0.1% of portfolio

About Eaton Vance Floating-Rate Income Trust

Ticker EFT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Floating-Rate Income Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It invests in fixed income securities operating across diversified sectors. The fund primarily invests in senior, secured floating rate loans. It benchmar...

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