MC
ETX

Moors & Cabot’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-16,500
Closed -$294K – 891
2024
Q1 		$294K Sell
16,500
-3,000
-15% -$53.8K 0.02% 678
2023
Q4 		$338K Buy
19,500
+1,000
+5% +$17.1K 0.02% 588
2023
Q3 		$314K Buy
+18,500
New +$319K 0.02% 584

Other funds holding ETX

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moors & Cabot's ETX Position: Q2 2024 in Review

Moors & Cabot sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2024, closing a stake of 16,500 shares — an estimated $294K sold.

Moors & Cabot first reported a position in ETX in Q3 2023 and held it in 3 quarters. The position peaked at $338K in Q4 2023. 41 funds tracked by Wall St. Rank hold ETX as of Q2 2024.

  • Moors & Cabot reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2024 after selling out during the quarter.
  • Moors & Cabot sold 16,500 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2024, an estimated $294K.
  • Moors & Cabot first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2023 and held it in 3 quarters.
  • Moors & Cabot's Eaton Vance Municipal Income 2028 Term Trust position peaked at $338K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2024.

Based on Moors & Cabot's 13F filing for Q2 2024, filed 9 Aug 2024.