CPIG
EHT

Chicago Partners Investment Group’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

Chicago Partners Investment Group’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
-145,160
Closed -$1.43M – 569
2021
Q1 		$1.43M Buy
145,160
+604
+0.4% +$5.93K 0.12% 152
2020
Q4 		$1.41M Buy
144,556
+8,218
+6% +$79K 0.13% 134
2020
Q3 		$1.3M Buy
136,338
+31,206
+30% +$300K 0.15% 117
2020
Q2 		$1.01M Buy
105,132
+930
+0.9% +$8.61K 0.13% 133
2020
Q1 		$961K Buy
104,202
+20,309
+24% +$196K 0.15% 117
2019
Q4 		$844K Buy
83,893
+936
+1% +$9.38K 0.1% 147
2019
Q3 		$832K Buy
82,957
+47,873
+136% +$475K 0.12% 135
2019
Q2 		$345K Buy
35,084
+5,206
+17% +$51.1K 0.05% 233
2019
Q1 		$290K Buy
+29,878
New +$285K 0.04% 247

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

Chicago Partners Investment Group's EHT Position: Q2 2021 in Review

Chicago Partners Investment Group sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q2 2021, closing a stake of 145,160 shares — an estimated $1.43M sold.

Chicago Partners Investment Group first reported a position in EHT in Q1 2019 and held it in 9 quarters. The position peaked at $1.43M in Q1 2021. 5 funds tracked by Wall St. Rank hold EHT as of Q2 2021.

  • Chicago Partners Investment Group reported no remaining Eaton Vance 2021 Target Term Trust position as of Q2 2021 after selling out during the quarter.
  • Chicago Partners Investment Group sold 145,160 Eaton Vance 2021 Target Term Trust shares in Q2 2021, an estimated $1.43M.
  • Chicago Partners Investment Group first reported a position in Eaton Vance 2021 Target Term Trust in Q1 2019 and held it in 9 quarters.
  • Chicago Partners Investment Group's Eaton Vance 2021 Target Term Trust position peaked at $1.43M in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q2 2021.

Based on Chicago Partners Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.