Sea Crest Wealth Management, LLC Eaton Vance Floating Rate Income Trust Transaction History

Sea Crest Wealth Management, LLC

$916 Million
Q4 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$11.52 - $13.7 $93,116 - $110,737	8,083 New	8,083 $95,000
Q3 2019 Oct 15, 2019	SELL	$13.02 - $13.58 $139,808 - $145,822	-10,738 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	$13.34 - $13.74 $6,670 - $6,870	500 Added 4.88%	10,738 $145,000
Q4 2018 Feb 13, 2019	SELL	$12.36 - $14.57 $18,540 - $21,855	-1,500 Reduced 12.78%	10,238 $130,000
Q1 2018 Apr 20, 2018	SELL	$14.24 - $14.95 $14,809 - $15,548	-1,040 Reduced 8.14%	11,738 $175,000
Q4 2017 Feb 02, 2018	BUY	$14.05 - $14.67 $179,530 - $187,453	12,778	12,778 $183,000

Others Institutions Holding EFT

# of Institutions

85

Shares Held

7.52M

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

$18.2 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

559K
Shares

$7.51 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

472K
Shares

$6.35 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

421K
Shares

$5.66 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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