OIA
EHT

OneDigital Investment Advisors’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

OneDigital Investment Advisors’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
-15,005
Closed -$147K – 801
2021
Q1 		$147K Hold
15,005
– – 0.01% 643
2020
Q4 		$146K Sell
15,005
-2,000
-12% -$19.2K 0.01% 626
2020
Q3 		$161K Hold
17,005
– – 0.01% 566
2020
Q2 		$161K Hold
17,005
– – 0.01% 561
2020
Q1 		$150K Buy
17,005
+2,000
+13% +$19.3K 0.01% 491
2019
Q4 		$151K Hold
15,005
– – 0.01% 540
2019
Q3 		$150K Sell
15,005
-15,005
-50% -$149K 0.01% 506
2019
Q2 		$302K Buy
30,010
+15,005
+100% +$147K 0.02% 348
2019
Q1 		$146K Hold
15,005
– – 0.02% 320
2018
Q4 		$134K Buy
+15,005
New +$142K 0.02% 306

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

OneDigital Investment Advisors's EHT Position: Q2 2021 in Review

OneDigital Investment Advisors sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q2 2021, closing a stake of 15,005 shares — an estimated $147K sold.

OneDigital Investment Advisors first reported a position in EHT in Q4 2018 and held it in 10 quarters. The position peaked at $302K in Q2 2019. 5 funds tracked by Wall St. Rank hold EHT as of Q2 2021.

  • OneDigital Investment Advisors reported no remaining Eaton Vance 2021 Target Term Trust position as of Q2 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 15,005 Eaton Vance 2021 Target Term Trust shares in Q2 2021, an estimated $147K.
  • OneDigital Investment Advisors first reported a position in Eaton Vance 2021 Target Term Trust in Q4 2018 and held it in 10 quarters.
  • OneDigital Investment Advisors's Eaton Vance 2021 Target Term Trust position peaked at $302K in Q2 2019.
  • 5 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q2 2021.

Based on OneDigital Investment Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.