HI
ETX

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

Harbour 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
2021
Q3 		– Sell
-275
Closed -$6K – 3808
2021
Q2 		$6K Hold
275
– – ﹤0.01% 2967
2021
Q1 		$6K Buy
+275
New +$6.22K ﹤0.01% 2828

Other funds holding ETX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Harbour Investments's ETX Position: Q3 2021 in Review

Harbour Investments sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q3 2021, closing a stake of 275 shares — an estimated $6K sold.

Harbour Investments first reported a position in ETX in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 41 funds tracked by Wall St. Rank hold ETX as of Q3 2021.

  • Harbour Investments reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q3 2021 after selling out during the quarter.
  • Harbour Investments sold 275 Eaton Vance Municipal Income 2028 Term Trust shares in Q3 2021, an estimated $6K.
  • Harbour Investments first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2021 and held it in 2 quarters.
  • Harbour Investments's Eaton Vance Municipal Income 2028 Term Trust position peaked at $6K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2021.

Based on Harbour Investments's 13F filing for Q3 2021, filed 15 Nov 2021.