Northwestern Mutual Wealth Management
EHT

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

Northwestern Mutual 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
2021
Q1 		– Sell
-1,270
Closed -$12K – 3041
2020
Q4 		$12K Sell
1,270
-2,121
-63% -$20.4K ﹤0.01% 2146
2020
Q3 		$32K Buy
+3,391
New +$32.6K ﹤0.01% 1649

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

Northwestern Mutual Wealth Management's EHT Position: Q1 2021 in Review

Northwestern Mutual Wealth Management sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q1 2021, closing a stake of 1,270 shares — an estimated $12K sold.

Northwestern Mutual Wealth Management first reported a position in EHT in Q3 2020 and held it in 2 quarters. The position peaked at $32K in Q3 2020. 31 funds tracked by Wall St. Rank hold EHT as of Q1 2021.

  • Northwestern Mutual Wealth Management reported no remaining Eaton Vance 2021 Target Term Trust position as of Q1 2021 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,270 Eaton Vance 2021 Target Term Trust shares in Q1 2021, an estimated $12K.
  • Northwestern Mutual Wealth Management first reported a position in Eaton Vance 2021 Target Term Trust in Q3 2020 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Eaton Vance 2021 Target Term Trust position peaked at $32K in Q3 2020.
  • 31 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q1 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.