LC
EHT

Lindbrook Capital’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

Lindbrook Capital’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
Q1 		– Sell
-3,000
Closed -$30K – 1914
2019
Q4 		$30K Hold
3,000
– – 0.01% 605
2019
Q3 		$30K Hold
3,000
– – 0.01% 581
2019
Q2 		$30K Hold
3,000
– – 0.01% 583
2019
Q1 		$29K Buy
+3,000
New +$28.6K 0.01% 576

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's EHT Position: Q1 2020 in Review

Lindbrook Capital sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q1 2020, closing a stake of 3,000 shares — an estimated $30K sold.

Lindbrook Capital first reported a position in EHT in Q1 2019 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 29 funds tracked by Wall St. Rank hold EHT as of Q1 2020.

  • Lindbrook Capital reported no remaining Eaton Vance 2021 Target Term Trust position as of Q1 2020 after selling out during the quarter.
  • Lindbrook Capital sold 3,000 Eaton Vance 2021 Target Term Trust shares in Q1 2020, an estimated $30K.
  • Lindbrook Capital first reported a position in Eaton Vance 2021 Target Term Trust in Q1 2019 and held it in 4 quarters.
  • Lindbrook Capital's Eaton Vance 2021 Target Term Trust position peaked at $30K in Q4 2019.
  • 29 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.