Cary Street Partners Investment Advisory’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-1,500	Closed	-$32K	–	510
2020 Q3	$32K	Buy	+1,500	New	+$32.1K	0.01%	564

Other funds holding ETX

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

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

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

WKWM

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

EVM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

Cary Street Partners Investment Advisory's ETX Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2020, closing a stake of 1,500 shares — an estimated $32K sold.

Cary Street Partners Investment Advisory first reported a position in ETX in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 41 funds tracked by Wall St. Rank hold ETX as of Q4 2020.

Cary Street Partners Investment Advisory reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2020 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,500 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2020, an estimated $32K.
Cary Street Partners Investment Advisory first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2020 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Eaton Vance Municipal Income 2028 Term Trust position peaked at $32K in Q3 2020.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.