CIBC Private Wealth Group
ETX

CIBC Private Wealth Group’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

CIBC Private Wealth Group’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
2024
Q3 		– Sell
-18,500
Closed -$345K – 3166
2024
Q2 		$345K Buy
+18,500
New +$339K ﹤0.01% 917

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

CIBC Private Wealth Group's ETX Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q3 2024, closing a stake of 18,500 shares — an estimated $345K sold.

CIBC Private Wealth Group first reported a position in ETX in Q2 2024 and held it in 1 quarter. The position peaked at $345K in Q2 2024. 34 funds tracked by Wall St. Rank hold ETX as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 18,500 Eaton Vance Municipal Income 2028 Term Trust shares in Q3 2024, an estimated $345K.
  • CIBC Private Wealth Group first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's Eaton Vance Municipal Income 2028 Term Trust position peaked at $345K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.