TFS
EHT

TrustCore Financial Services’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

TrustCore Financial Services’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
Q1 		– Sell
-587
Closed -$6K – 1023
2020
Q4 		$6K Hold
587
– – ﹤0.01% 758
2020
Q3 		$6K Hold
587
– – ﹤0.01% 680
2020
Q2 		$6K Hold
587
– – ﹤0.01% 694
2020
Q1 		$5K Hold
587
– – ﹤0.01% 703
2019
Q4 		$6K Hold
587
– – ﹤0.01% 723
2019
Q3 		$6K Hold
587
– – ﹤0.01% 738
2019
Q2 		$6K Hold
587
– – ﹤0.01% 719
2019
Q1 		$6K Hold
587
– – ﹤0.01% 654
2018
Q4 		$5K Buy
+587
New +$5.54K ﹤0.01% 345

Other funds holding EHT

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $923M AUM 14.09% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

TrustCore Financial Services's EHT Position: Q1 2021 in Review

TrustCore Financial Services sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q1 2021, closing a stake of 587 shares — an estimated $6K sold.

TrustCore Financial Services first reported a position in EHT in Q4 2018 and held it in 9 quarters. The position peaked at $6K in Q4 2020. 31 funds tracked by Wall St. Rank hold EHT as of Q1 2021.

  • TrustCore Financial Services reported no remaining Eaton Vance 2021 Target Term Trust position as of Q1 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 587 Eaton Vance 2021 Target Term Trust shares in Q1 2021, an estimated $6K.
  • TrustCore Financial Services first reported a position in Eaton Vance 2021 Target Term Trust in Q4 2018 and held it in 9 quarters.
  • TrustCore Financial Services's Eaton Vance 2021 Target Term Trust position peaked at $6K in Q4 2020.
  • 31 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q1 2021.

Based on TrustCore Financial Services's 13F filing for Q1 2021, filed 30 Apr 2021.