Creative Planning
EHT

Creative Planning’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

Creative Planning’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
2017
Q1 		– Sell
-10,000
Closed -$99K – 5008
2016
Q4 		$99K Hold
10,000
– – ﹤0.01% 1875
2016
Q3 		$101K Buy
+10,000
New +$101K ﹤0.01% 1842

Other funds holding EHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Creative Planning's EHT Position: Q1 2017 in Review

Creative Planning sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q1 2017, closing a stake of 10,000 shares — an estimated $99K sold.

Creative Planning first reported a position in EHT in Q3 2016 and held it in 2 quarters. The position peaked at $101K in Q3 2016. 16 funds tracked by Wall St. Rank hold EHT as of Q1 2017.

  • Creative Planning reported no remaining Eaton Vance 2021 Target Term Trust position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 10,000 Eaton Vance 2021 Target Term Trust shares in Q1 2017, an estimated $99K.
  • Creative Planning first reported a position in Eaton Vance 2021 Target Term Trust in Q3 2016 and held it in 2 quarters.
  • Creative Planning's Eaton Vance 2021 Target Term Trust position peaked at $101K in Q3 2016.
  • 16 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.