SCM
EHT

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

SOL 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
2018
Q2 		– Sell
-20,000
Closed -$198K – 242
2018
Q1 		$198K Buy
+20,000
New +$198K 0.06% 235

Other funds holding EHT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

SOL Capital Management's EHT Position: Q2 2018 in Review

SOL Capital Management sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q2 2018, closing a stake of 20,000 shares — an estimated $198K sold.

SOL Capital Management first reported a position in EHT in Q1 2018 and held it in 1 quarter. The position peaked at $198K in Q1 2018. 21 funds tracked by Wall St. Rank hold EHT as of Q2 2018.

  • SOL Capital Management reported no remaining Eaton Vance 2021 Target Term Trust position as of Q2 2018 after selling out during the quarter.
  • SOL Capital Management sold 20,000 Eaton Vance 2021 Target Term Trust shares in Q2 2018, an estimated $198K.
  • SOL Capital Management first reported a position in Eaton Vance 2021 Target Term Trust in Q1 2018 and held it in 1 quarter.
  • SOL Capital Management's Eaton Vance 2021 Target Term Trust position peaked at $198K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q2 2018.

Based on SOL Capital Management's 13F filing for Q2 2018, filed 11 Jul 2018.