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EHT
Eaton Vance 2021 Target Term Trust
EHT
EHT
Delisted
EHT was delisted on the 25th of June, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
SPIA
26
Steward Partners Investment Advisory
New York
| $142K | -$25.3K | -2,630 | -15% |
|
| 27 |
SIA
27
Sit Investment Associates
Minneapolis,
Minnesota
| $125K | +$124K | +12,846 | New |
|
| 28 |
28
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $115K | +$114K | +11,840 | New |
|
| 29 |
RCA
29
Ranch Capital Advisors
Sarasota,
Florida
| $61K | – | – | – |
|
| 30 |
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $12K | -$20.4K | -2,121 | -63% |
|
| 31 |
31
Citigroup
New York
| $12K | – | – | – |
|
| 32 |
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $10K | – | – | – |
|
| 33 |
TFS
33
TrustCore Financial Services
Brentwood,
Tennessee
| $6K | – | – | – |
|
| 34 |
KWM
34
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$183K | -19,311 | Closed |
|
| 35 |
35
Rockefeller Capital Management
New York
| – | -$94K | -10,000 | Closed |
|