KAS
EHT

Kestra Advisory Services’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-17,000
Closed -$165K – 2109
2020
Q4 		$165K Buy
+17,000
New +$163K ﹤0.01% 1745

Other funds holding EHT

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Kestra Advisory Services's EHT Position: Q1 2021 in Review

Kestra Advisory Services sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q1 2021, closing a stake of 17,000 shares — an estimated $165K sold.

Kestra Advisory Services first reported a position in EHT in Q4 2020 and held it in 1 quarter. The position peaked at $165K in Q4 2020. 31 funds tracked by Wall St. Rank hold EHT as of Q1 2021.

  • Kestra Advisory Services reported no remaining Eaton Vance 2021 Target Term Trust position as of Q1 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 17,000 Eaton Vance 2021 Target Term Trust shares in Q1 2021, an estimated $165K.
  • Kestra Advisory Services first reported a position in Eaton Vance 2021 Target Term Trust in Q4 2020 and held it in 1 quarter.
  • Kestra Advisory Services's Eaton Vance 2021 Target Term Trust position peaked at $165K in Q4 2020.
  • 31 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q1 2021.

Based on Kestra Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.