Farmers & Merchants Trust Co of Chambersburg PA’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
2023 Q3	–	Sell	-1,350	Closed	-$24K	–	387
2023 Q2	$24K	Buy	+1,350	New	+$24.3K	0.02%	242

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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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $405M AUM 29.62% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

Farmers & Merchants Trust Co of Chambersburg PA's ETX Position: Q3 2023 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q3 2023, closing a stake of 1,350 shares — an estimated $24K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in ETX in Q2 2023 and held it in 1 quarter. The position peaked at $24K in Q2 2023. 45 funds tracked by Wall St. Rank hold ETX as of Q3 2023.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q3 2023 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 1,350 Eaton Vance Municipal Income 2028 Term Trust shares in Q3 2023, an estimated $24K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2023 and held it in 1 quarter.
Farmers & Merchants Trust Co of Chambersburg PA's Eaton Vance Municipal Income 2028 Term Trust position peaked at $24K in Q2 2023.
45 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2023.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q3 2023, filed 17 Oct 2023.