Advisory Services Network’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Advisory Services Network’s Portfolio ETX Stock Details ETX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,000	Closed	-$258K	–	1475
2021 Q4	$258K	Sell	12,000 -1,979	-14%	-$43.6K	0.01%	1187
2021 Q3	$312K	Hold	13,979	–	–	0.01%	1085
2021 Q2	$325K	Hold	13,979	–	–	0.01%	1046
2021 Q1	$306K	Hold	13,979	–	–	0.01%	1016
2020 Q4	$327K	Hold	13,979	–	–	0.01%	906
2020 Q3	$294K	Hold	13,979	–	–	0.01%	833
2020 Q2	$285K	Buy	+13,979	New	+$280K	0.02%	813

Other funds holding ETX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Advisory Services Network's ETX Position: Q1 2022 in Review

Advisory Services Network sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2022, closing a stake of 12,000 shares — an estimated $258K sold.

Advisory Services Network first reported a position in ETX in Q2 2020 and held it in 7 quarters. The position peaked at $327K in Q4 2020. 37 funds tracked by Wall St. Rank hold ETX as of Q1 2022.

Advisory Services Network reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2022 after selling out during the quarter.
Advisory Services Network sold 12,000 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2022, an estimated $258K.
Advisory Services Network first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2020 and held it in 7 quarters.
Advisory Services Network's Eaton Vance Municipal Income 2028 Term Trust position peaked at $327K in Q4 2020.
37 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2022.

Based on Advisory Services Network's 13F filing for Q1 2022, filed 23 May 2022.