BRWA
ETX

B. Riley Wealth Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-1,700
Closed -$30 – 1001
2014
Q4 		$30 Buy
+1,700
New +$29.9K ﹤0.01% 2351
2014
Q3 		– Sell
-1,700
Closed -$28.6K – 1020
2014
Q2 		$28.6K Buy
+1,700
New +$28.1K 0.01% 1289

Other funds holding ETX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PAM
PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

B. Riley Wealth Advisors's ETX Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2015, closing a stake of 1,700 shares — an estimated $30 sold.

B. Riley Wealth Advisors first reported a position in ETX in Q2 2014 and held it in 2 quarters. The position peaked at $28.6K in Q2 2014. 32 funds tracked by Wall St. Rank hold ETX as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,700 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2015, an estimated $30.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $28.6K in Q2 2014.
  • 32 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.