CFG
ETX

Citizens Financial Group’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Citizens Financial 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
2018
Q3 		– Sell
-264
Closed -$5K – 560
2018
Q2 		$5K Buy
+264
New +$5.1K ﹤0.01% 438
2016
Q3 		– Sell
-39
Closed -$1K – 673
2016
Q2 		$1K Buy
+39
New +$791 ﹤0.01% 649

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
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Citizens Financial Group's ETX Position: Q3 2018 in Review

Citizens Financial Group sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q3 2018, closing a stake of 264 shares — an estimated $5K sold.

Citizens Financial Group first reported a position in ETX in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 32 funds tracked by Wall St. Rank hold ETX as of Q3 2018.

  • Citizens Financial Group reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q3 2018 after selling out during the quarter.
  • Citizens Financial Group sold 264 Eaton Vance Municipal Income 2028 Term Trust shares in Q3 2018, an estimated $5K.
  • Citizens Financial Group first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2016 and held it in 2 quarters.
  • Citizens Financial Group's Eaton Vance Municipal Income 2028 Term Trust position peaked at $5K in Q2 2018.
  • 32 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2018.

Based on Citizens Financial Group's 13F filing for Q3 2018, filed 2 Nov 2018.