JFA
ETX

JNBA Financial Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-1,517
Closed -$32K – 753
2016
Q3 		$32K Buy
+1,517
New +$32.1K ﹤0.01% 654

Other funds holding ETX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JNBA Financial Advisors's ETX Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2016, closing a stake of 1,517 shares — an estimated $32K sold.

JNBA Financial Advisors first reported a position in ETX in Q3 2016 and held it in 1 quarter. The position peaked at $32K in Q3 2016. 29 funds tracked by Wall St. Rank hold ETX as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,517 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2016, an estimated $32K.
  • JNBA Financial Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $32K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.