LPL Financial
EHT

LPL Financial’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

LPL Financial’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
Q2 		– Sell
-23,563
Closed -$232K – 4350
2021
Q1 		$232K Sell
23,563
-357,608
-94% -$3.51M ﹤0.01% 3658
2020
Q4 		$3.71M Buy
381,171
+37,660
+11% +$362K ﹤0.01% 1282
2020
Q3 		$3.25M Buy
343,511
+38,665
+13% +$372K 0.01% 1183
2020
Q2 		$2.89M Buy
304,846
+22,977
+8% +$213K 0.01% 1158
2020
Q1 		$2.48M Buy
281,869
+21,586
+8% +$208K 0.01% 1066
2019
Q4 		$2.62M Buy
260,283
+62,567
+32% +$627K ﹤0.01% 1187
2019
Q3 		$1.97M Buy
197,716
+35,502
+22% +$352K ﹤0.01% 1261
2019
Q2 		$1.63M Buy
+162,214
New +$1.59M ﹤0.01% 1364

Other funds holding EHT

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LPL Financial's EHT Position: Q2 2021 in Review

LPL Financial sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q2 2021, closing a stake of 23,563 shares — an estimated $232K sold.

LPL Financial first reported a position in EHT in Q2 2019 and held it in 8 quarters. The position peaked at $3.71M in Q4 2020. 5 funds tracked by Wall St. Rank hold EHT as of Q2 2021.

  • LPL Financial reported no remaining Eaton Vance 2021 Target Term Trust position as of Q2 2021 after selling out during the quarter.
  • LPL Financial sold 23,563 Eaton Vance 2021 Target Term Trust shares in Q2 2021, an estimated $232K.
  • LPL Financial first reported a position in Eaton Vance 2021 Target Term Trust in Q2 2019 and held it in 8 quarters.
  • LPL Financial's Eaton Vance 2021 Target Term Trust position peaked at $3.71M in Q4 2020.
  • 5 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q2 2021.

Based on LPL Financial's 13F filing for Q2 2021, filed 13 Aug 2021.