Rockefeller Capital Management
EHT

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

Rockefeller Capital 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
2020
Q4 		– Sell
-10,000
Closed -$94K – 3077
2020
Q3 		$94K Hold
10,000
– – ﹤0.01% 1283
2020
Q2 		$95K Hold
10,000
– – ﹤0.01% 1185
2020
Q1 		$88K Hold
10,000
– – ﹤0.01% 1056
2019
Q4 		$101K Buy
+10,000
New +$100K ﹤0.01% 964

Other funds holding EHT

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management's EHT Position: Q4 2020 in Review

Rockefeller Capital Management sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q4 2020, closing a stake of 10,000 shares — an estimated $94K sold.

Rockefeller Capital Management first reported a position in EHT in Q4 2019 and held it in 4 quarters. The position peaked at $101K in Q4 2019. 33 funds tracked by Wall St. Rank hold EHT as of Q4 2020.

  • Rockefeller Capital Management reported no remaining Eaton Vance 2021 Target Term Trust position as of Q4 2020 after selling out during the quarter.
  • Rockefeller Capital Management sold 10,000 Eaton Vance 2021 Target Term Trust shares in Q4 2020, an estimated $94K.
  • Rockefeller Capital Management first reported a position in Eaton Vance 2021 Target Term Trust in Q4 2019 and held it in 4 quarters.
  • Rockefeller Capital Management's Eaton Vance 2021 Target Term Trust position peaked at $101K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q4 2020.

Based on Rockefeller Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.