AHIA
ETX

Andrew Hill Investment Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Andrew Hill Investment Advisors’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
Q3 		$410K Hold
21,927
– – 0.56% 33
2022
Q2 		$454K Buy
21,927
+3,500
+19% +$71.3K 0.65% 36
2022
Q1 		$376K Buy
18,427
+1,300
+8% +$26.8K 0.42% 40
2021
Q4 		$368K Buy
+17,127
New +$377K 0.34% 41

Other funds holding ETX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XF
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Andrew Hill Investment Advisors's ETX Position: Q3 2022 in Review

Andrew Hill Investment Advisors held its Eaton Vance Municipal Income 2028 Term Trust (ETX) position steady in Q3 2022 at 21,927 shares worth $410K. The position accounts for 0.56% of the portfolio, ranked #33.

Andrew Hill Investment Advisors first reported a position in ETX in Q4 2021 and has held it in 4 quarters since. The position peaked at $454K in Q2 2022. 34 funds tracked by Wall St. Rank hold ETX as of Q3 2022.

  • Andrew Hill Investment Advisors held 21,927 shares of Eaton Vance Municipal Income 2028 Term Trust worth $410K as of Q3 2022.
  • Andrew Hill Investment Advisors left its Eaton Vance Municipal Income 2028 Term Trust share count unchanged in Q3 2022.
  • Eaton Vance Municipal Income 2028 Term Trust made up 0.56% of Andrew Hill Investment Advisors's portfolio in Q3 2022, its #33 holding.
  • Andrew Hill Investment Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2021 and has held it in 4 quarters since.
  • Andrew Hill Investment Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $454K in Q2 2022.
  • 34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2022.

Based on Andrew Hill Investment Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.