GSC
ETX

Ground Swell Capital’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-89
Closed -$1K – 2493
2014
Q2 		$1K Buy
+89
New +$1.47K ﹤0.01% 1709

Other funds holding ETX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ground Swell Capital's ETX Position: Q3 2014 in Review

Ground Swell Capital sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q3 2014, closing a stake of 89 shares — an estimated $1K sold.

Ground Swell Capital first reported a position in ETX in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 27 funds tracked by Wall St. Rank hold ETX as of Q3 2014.

  • Ground Swell Capital reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 89 Eaton Vance Municipal Income 2028 Term Trust shares in Q3 2014, an estimated $1K.
  • Ground Swell Capital first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Eaton Vance Municipal Income 2028 Term Trust position peaked at $1K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.