Ameritas Investment Company’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Ameritas Investment Company’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
2020 Q2	–	Sell	-1,988	Closed	-$39K	–	686
2020 Q1	$39K	Buy	+1,988	New	+$41.7K	0.01%	780
2019 Q4	–	Sell	-1,988	Closed	-$43K	–	1023
2019 Q3	$43K	Buy	+1,988	New	+$42.1K	0.01%	700
2019 Q1	–	Sell	-1,988	Closed	-$38K	–	1230
2018 Q4	$38K	Buy	+1,988	New	+$37.9K	0.01%	655

Other funds holding ETX

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

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

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

RJFSA

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

EVM

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

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

WKWM

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Ameritas Investment Company's ETX Position: Q2 2020 in Review

Ameritas Investment Company sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2020, closing a stake of 1,988 shares — an estimated $39K sold.

Ameritas Investment Company first reported a position in ETX in Q4 2018 and held it in 3 quarters. The position peaked at $43K in Q3 2019. 37 funds tracked by Wall St. Rank hold ETX as of Q2 2020.

Ameritas Investment Company reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 1,988 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2020, an estimated $39K.
Ameritas Investment Company first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2018 and held it in 3 quarters.
Ameritas Investment Company's Eaton Vance Municipal Income 2028 Term Trust position peaked at $43K in Q3 2019.
37 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.