BRWA
EHT

B. Riley Wealth Advisors’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

B. Riley Wealth Advisors’s Portfolio EHT Stock Details EHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-66,883
Closed -$651K – 1501
2021
Q1 		$651K Buy
66,883
+10
+0% +$98 0.02% 614
2020
Q4 		$651K Buy
+66,873
New +$643K 0.03% 452
2019
Q3 		– Sell
-18,453
Closed -$184K – 867
2019
Q2 		$184K Sell
18,453
-4,921
-21% -$48.3K 0.02% 726
2019
Q1 		$220K Buy
23,374
+38
+0.2% +$362 0.03% 617
2018
Q4 		$208K Sell
23,336
-850
-4% -$8.02K 0.03% 574
2018
Q3 		$235K Sell
24,186
-1,372
-5% -$13.2K 0.03% 588
2018
Q2 		$248K Buy
25,558
+5,044
+25% +$49.6K 0.03% 541
2018
Q1 		$204K Buy
+20,514
New +$203K 0.03% 582

Other funds holding EHT

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

B. Riley Wealth Advisors's EHT Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q2 2021, closing a stake of 66,883 shares — an estimated $651K sold.

B. Riley Wealth Advisors first reported a position in EHT in Q1 2018 and held it in 8 quarters. The position peaked at $651K in Q1 2021. 5 funds tracked by Wall St. Rank hold EHT as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining Eaton Vance 2021 Target Term Trust position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 66,883 Eaton Vance 2021 Target Term Trust shares in Q2 2021, an estimated $651K.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance 2021 Target Term Trust in Q1 2018 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Eaton Vance 2021 Target Term Trust position peaked at $651K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.