VFA
EHT

Valeo Financial Advisors’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History

Valeo Financial 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
2018
Q4 		– Sell
-493
Closed -$5K – 1821
2018
Q3 		$5K Buy
+493
New +$4.75K ﹤0.01% 1239

Other funds holding EHT

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's EHT Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q4 2018, closing a stake of 493 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in EHT in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 35 funds tracked by Wall St. Rank hold EHT as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Eaton Vance 2021 Target Term Trust position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 493 Eaton Vance 2021 Target Term Trust shares in Q4 2018, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Eaton Vance 2021 Target Term Trust in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Eaton Vance 2021 Target Term Trust position peaked at $5K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.