Carson Wealth (CWM LLC)
ETX

Carson Wealth (CWM LLC)’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Carson Wealth (CWM LLC)’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
2019
Q1 		– Sell
-1,000
Closed -$19K – 3022
2018
Q4 		$19K Buy
+1,000
New +$19.1K ﹤0.01% 1151

Other funds holding ETX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETX Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2019, closing a stake of 1,000 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in ETX in Q4 2018 and held it in 1 quarter. The position peaked at $19K in Q4 2018. 31 funds tracked by Wall St. Rank hold ETX as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,000 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2019, an estimated $19K.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2018 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Eaton Vance Municipal Income 2028 Term Trust position peaked at $19K in Q4 2018.
  • 31 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.