SPC
EHT

Sigma Planning Corp’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

Sigma Planning Corp’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
-17,630
Closed -$173K – 1519
2021
Q1 		$173K Buy
+17,630
New +$173K 0.01% 1242
2019
Q3 		– Sell
-10,159
Closed -$102K – 1091
2019
Q2 		$102K Buy
10,159
+52
+0.5% +$511 0.01% 956
2019
Q1 		$98K Sell
10,107
-446
-4% -$4.25K 0.01% 896
2018
Q4 		$94K Buy
10,553
+59
+0.6% +$556 0.01% 809
2018
Q3 		$102K Buy
+10,494
New +$101K 0.01% 918

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

Sigma Planning Corp's EHT Position: Q2 2021 in Review

Sigma Planning Corp sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q2 2021, closing a stake of 17,630 shares — an estimated $173K sold.

Sigma Planning Corp first reported a position in EHT in Q3 2018 and held it in 5 quarters. The position peaked at $173K in Q1 2021. 5 funds tracked by Wall St. Rank hold EHT as of Q2 2021.

  • Sigma Planning Corp reported no remaining Eaton Vance 2021 Target Term Trust position as of Q2 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 17,630 Eaton Vance 2021 Target Term Trust shares in Q2 2021, an estimated $173K.
  • Sigma Planning Corp first reported a position in Eaton Vance 2021 Target Term Trust in Q3 2018 and held it in 5 quarters.
  • Sigma Planning Corp's Eaton Vance 2021 Target Term Trust position peaked at $173K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q2 2021.

Based on Sigma Planning Corp's 13F filing for Q2 2021, filed 13 Aug 2021.