IFP Advisors’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

IFP 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
2019 Q1	$2K	Hold	300	–	–	﹤0.01%	2145
2018 Q4	$3K	Sell	300 -10,658	-97%	-$101K	﹤0.01%	3097
2018 Q3	$106K	Buy	10,958 +156	+1%	+$1.5K	﹤0.01%	1442
2018 Q2	$105K	Buy	10,802 +307	+3%	+$3.02K	﹤0.01%	1453
2018 Q1	$105K	Hold	10,495	–	–	﹤0.01%	1360
2017 Q4	$105K	Buy	10,495 +150	+1%	+$1.52K	﹤0.01%	1372
2017 Q3	$105K	Buy	10,345 +348	+3%	+$3.53K	﹤0.01%	1524
2017 Q2	$101K	Buy	9,997 +4,997	+100%	+$50.4K	﹤0.01%	1526
2017 Q1	$50K	Buy	+5,000	New	+$50.1K	﹤0.01%	1929

Other funds holding EHT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IFP Advisors's EHT Position: Q1 2019 in Review

IFP Advisors held its Eaton Vance 2021 Target Term Trust (EHT) position steady in Q1 2019 at 300 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

IFP Advisors first reported a position in EHT in Q1 2017 and has held it in 9 quarters since. The position peaked at $106K in Q3 2018. 30 funds tracked by Wall St. Rank hold EHT as of Q1 2019.

IFP Advisors held 300 shares of Eaton Vance 2021 Target Term Trust worth $2K as of Q1 2019.
IFP Advisors left its Eaton Vance 2021 Target Term Trust share count unchanged in Q1 2019.
Eaton Vance 2021 Target Term Trust made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #2145 holding.
IFP Advisors first reported a position in Eaton Vance 2021 Target Term Trust in Q1 2017 and has held it in 9 quarters since.
IFP Advisors's Eaton Vance 2021 Target Term Trust position peaked at $106K in Q3 2018.
30 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.