SQA
EHT

Simon Quick Advisors’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

Simon Quick 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
2017
Q3 		– Sell
-4,574
Closed -$46K – 547
2017
Q2 		$46K Buy
+4,574
New +$46.2K 0.03% 131

Other funds holding EHT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Simon Quick Advisors's EHT Position: Q3 2017 in Review

Simon Quick Advisors sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q3 2017, closing a stake of 4,574 shares — an estimated $46K sold.

Simon Quick Advisors first reported a position in EHT in Q2 2017 and held it in 1 quarter. The position peaked at $46K in Q2 2017. 17 funds tracked by Wall St. Rank hold EHT as of Q3 2017.

  • Simon Quick Advisors reported no remaining Eaton Vance 2021 Target Term Trust position as of Q3 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 4,574 Eaton Vance 2021 Target Term Trust shares in Q3 2017, an estimated $46K.
  • Simon Quick Advisors first reported a position in Eaton Vance 2021 Target Term Trust in Q2 2017 and held it in 1 quarter.
  • Simon Quick Advisors's Eaton Vance 2021 Target Term Trust position peaked at $46K in Q2 2017.
  • 17 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q3 2017.

Based on Simon Quick Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.