Question 1

How many shares of EHT does Integrated Wealth Concepts LLC own?

Accepted Answer

Integrated Wealth Concepts LLC previously held 0 shares of EHT (EATON VANCE 2021 TARGET TRM) before exiting the position in 2021-Q2.

Question 2

What is Integrated Wealth Concepts LLC's EHT position worth?

Accepted Answer

Integrated Wealth Concepts LLC's EHT position was last reported at $0 in 2021-Q2 before the exit.

Question 3

Is Integrated Wealth Concepts LLC buying or selling EHT?

Accepted Answer

In 2021-Q2, Integrated Wealth Concepts LLC exited their EHT position entirely (-100.0% change in shares).

Question 4

When did Integrated Wealth Concepts LLC first buy EHT?

Accepted Answer

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in EHT in 2019-Q1. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2021-Q2 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2021-Q1	Increased	1.9M	+4.8%	$19M	0.8%	—	42
2020-Q4	Decreased	1.8M	-13.3%	$17.9M	0.8%	—	0
2020-Q3	Decreased	2.1M	-7.9%	$20.1M	1.2%	—	0
2020-Q2	Increased	2.3M	+5.8%	$21.9M	1.6%	—	48
2020-Q1	Increased	2.2M	+13.8%	$19.2M	1.8%	—	51
2019-Q4	Increased	1.9M	+25.6%	$19.3M	1.6%	—	55
2019-Q3	Increased	1.5M	+159.2%	$15.2M	1.7%	—	71
2019-Q2	Increased	589,023	+458.5%	$5.6M	0.7%	—	62
2019-Q1	First report	105,471	-	$1M	0.2%	—	0

EHT10 quarters

EHT
10 quarters