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

Proficio Capital Partners’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
2019 Q3	–	Sell	-6,545	Closed	-$66K	–	1818
2019 Q2	$66K	Hold	6,545	–	–	0.02%	297
2019 Q1	$64K	Hold	6,545	–	–	0.02%	285
2018 Q4	$58K	Hold	6,545	–	–	0.03%	263
2018 Q3	$63K	Hold	6,545	–	–	0.02%	298
2018 Q2	$63K	Sell	6,545 -9,350	-59%	-$92K	0.03%	292
2018 Q1	$157K	Hold	15,895	–	–	0.05%	150
2017 Q4	$159K	Buy	15,895 +9,350	+143%	+$94.6K	0.05%	146
2017 Q3	$66K	Hold	6,545	–	–	0.03%	324
2017 Q2	$67K	Sell	6,545 -2,050	-24%	-$20.7K	0.03%	329
2017 Q1	$87K	Buy	+8,595	New	+$86.1K	0.04%	270

Other funds holding EHT

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Proficio Capital Partners's EHT Position: Q3 2019 in Review

Proficio Capital Partners sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q3 2019, closing a stake of 6,545 shares — an estimated $66K sold.

Proficio Capital Partners first reported a position in EHT in Q1 2017 and held it in 10 quarters. The position peaked at $159K in Q4 2017. 25 funds tracked by Wall St. Rank hold EHT as of Q3 2019.

Proficio Capital Partners reported no remaining Eaton Vance 2021 Target Term Trust position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 6,545 Eaton Vance 2021 Target Term Trust shares in Q3 2019, an estimated $66K.
Proficio Capital Partners first reported a position in Eaton Vance 2021 Target Term Trust in Q1 2017 and held it in 10 quarters.
Proficio Capital Partners's Eaton Vance 2021 Target Term Trust position peaked at $159K in Q4 2017.
25 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.