GI
ETX

Gradient Investments’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Gradient Investments’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
Q4 		– Sell
-263
Closed -$6K – 1129
2019
Q3 		$6K Buy
+263
New +$5.57K ﹤0.01% 770

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
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Gradient Investments's ETX Position: Q4 2019 in Review

Gradient Investments sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2019, closing a stake of 263 shares — an estimated $6K sold.

Gradient Investments first reported a position in ETX in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 34 funds tracked by Wall St. Rank hold ETX as of Q4 2019.

  • Gradient Investments reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2019 after selling out during the quarter.
  • Gradient Investments sold 263 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2019, an estimated $6K.
  • Gradient Investments first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2019 and held it in 1 quarter.
  • Gradient Investments's Eaton Vance Municipal Income 2028 Term Trust position peaked at $6K in Q3 2019.
  • 34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.