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

Lavaca 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
2020 Q2	–	Sell	-10,578	Closed	-$210K	–	84
2020 Q1	$210K	Hold	10,578	–	–	0.2%	69
2019 Q4	$232K	Hold	10,578	–	–	0.18%	75
2019 Q3	$229K	Hold	10,578	–	–	0.17%	78
2019 Q2	$218K	Hold	10,578	–	–	0.17%	86
2019 Q1	$213K	Hold	10,578	–	–	0.18%	68
2018 Q4	$202K	Buy	+10,578	New	+$202K	0.2%	58

Other funds holding ETX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Lavaca Capital's ETX Position: Q2 2020 in Review

Lavaca Capital sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2020, closing a stake of 10,578 shares — an estimated $210K sold.

Lavaca Capital first reported a position in ETX in Q4 2018 and held it in 6 quarters. The position peaked at $232K in Q4 2019. 37 funds tracked by Wall St. Rank hold ETX as of Q2 2020.

Lavaca Capital reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2020 after selling out during the quarter.
Lavaca Capital sold 10,578 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2020, an estimated $210K.
Lavaca Capital first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2018 and held it in 6 quarters.
Lavaca Capital's Eaton Vance Municipal Income 2028 Term Trust position peaked at $232K in Q4 2019.
37 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2020.

Based on Lavaca Capital's 13F filing for Q2 2020, filed 11 Aug 2020.