HPC
ETX

HM Payson & Co’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

HM Payson & Co’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
2024
Q4 		– Sell
-1,200
Closed -$22.7K – 1068
2024
Q3 		$22.7K Hold
1,200
– – ﹤0.01% 753
2024
Q2 		$22.4K Buy
+1,200
New +$22K ﹤0.01% 738
2020
Q4 		– Sell
-2,333
Closed -$49K – 1109
2020
Q3 		$49K Buy
+2,333
New +$49.9K ﹤0.01% 565

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HM Payson & Co's ETX Position: Q4 2024 in Review

HM Payson & Co sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2024, closing a stake of 1,200 shares — an estimated $22.7K sold.

HM Payson & Co first reported a position in ETX in Q3 2020 and held it in 3 quarters. The position peaked at $49K in Q3 2020. 39 funds tracked by Wall St. Rank hold ETX as of Q4 2024.

  • HM Payson & Co reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 1,200 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2024, an estimated $22.7K.
  • HM Payson & Co first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2020 and held it in 3 quarters.
  • HM Payson & Co's Eaton Vance Municipal Income 2028 Term Trust position peaked at $49K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.