ACM
ETX

Arlington Capital Management’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Arlington Capital 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
2023
Q3 		– Sell
-12,626
Closed -$222K – 86
2023
Q2 		$222K Buy
12,626
+1,206
+11% +$21.7K 0.19% 79
2023
Q1 		$203K Buy
+11,420
New +$206K 0.19% 74

Other funds holding ETX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arlington Capital Management's ETX Position: Q3 2023 in Review

Arlington Capital Management sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q3 2023, closing a stake of 12,626 shares — an estimated $222K sold.

Arlington Capital Management first reported a position in ETX in Q1 2023 and held it in 2 quarters. The position peaked at $222K in Q2 2023. 45 funds tracked by Wall St. Rank hold ETX as of Q3 2023.

  • Arlington Capital Management reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q3 2023 after selling out during the quarter.
  • Arlington Capital Management sold 12,626 Eaton Vance Municipal Income 2028 Term Trust shares in Q3 2023, an estimated $222K.
  • Arlington Capital Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2023 and held it in 2 quarters.
  • Arlington Capital Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $222K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2023.

Based on Arlington Capital Management's 13F filing for Q3 2023, filed 25 Oct 2023.