Aevitas Wealth Management’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Aevitas Wealth Management’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
2018 Q4	–	Sell	-1,471	Closed	-$29K	–	414
2018 Q3	$29K	Buy	1,471 +16	+1%	+$316	0.03%	250
2018 Q2	$29K	Buy	1,455 +15	+1%	+$290	0.03%	246
2018 Q1	$27K	Buy	1,440 +16	+1%	+$313	0.03%	231
2017 Q4	$30K	Buy	+1,424	New	+$28.7K	0.03%	222

Other funds holding ETX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $405M AUM 29.62% 1-Year Est. Return

Aevitas Wealth Management's ETX Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2018, closing a stake of 1,471 shares — an estimated $29K sold.

Aevitas Wealth Management first reported a position in ETX in Q4 2017 and held it in 4 quarters. The position peaked at $30K in Q4 2017. 34 funds tracked by Wall St. Rank hold ETX as of Q4 2018.

Aevitas Wealth Management reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 1,471 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2018, an estimated $29K.
Aevitas Wealth Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2017 and held it in 4 quarters.
Aevitas Wealth Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $30K in Q4 2017.
34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.