KWM
EHT

Kingsview Wealth Management’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

Kingsview Wealth Management’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
2020
Q4 		– Sell
-19,311
Closed -$183K – 800
2020
Q3 		$183K Sell
19,311
-39,651
-67% -$382K 0.02% 577
2020
Q2 		$558K Buy
+58,962
New +$546K 0.06% 305

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management's EHT Position: Q4 2020 in Review

Kingsview Wealth Management sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q4 2020, closing a stake of 19,311 shares — an estimated $183K sold.

Kingsview Wealth Management first reported a position in EHT in Q2 2020 and held it in 2 quarters. The position peaked at $558K in Q2 2020. 33 funds tracked by Wall St. Rank hold EHT as of Q4 2020.

  • Kingsview Wealth Management reported no remaining Eaton Vance 2021 Target Term Trust position as of Q4 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 19,311 Eaton Vance 2021 Target Term Trust shares in Q4 2020, an estimated $183K.
  • Kingsview Wealth Management first reported a position in Eaton Vance 2021 Target Term Trust in Q2 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's Eaton Vance 2021 Target Term Trust position peaked at $558K in Q2 2020.
  • 33 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q4 2020.

Based on Kingsview Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.