National Planning Corporation’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-43,500	Closed	-$890K	–	203
2017 Q3	$890K	Hold	43,500	–	–	0.07%	249
2017 Q2	$877K	Buy	43,500 +7,000	+19%	+$143K	0.07%	279
2017 Q1	$713K	Hold	36,500	–	–	0.05%	300
2016 Q4	$716K	Hold	36,500	–	–	0.06%	290
2016 Q3	$719K	Hold	36,500	–	–	0.06%	284
2016 Q2	$767K	Hold	36,500	–	–	0.06%	293
2016 Q1	$732K	Sell	36,500 -26,650	-42%	-$512K	0.06%	285
2015 Q4	$1.22M	Buy	63,150 +26,650	+73%	+$472K	0.1%	224
2015 Q3	$648K	Hold	36,500	–	–	0.06%	292
2015 Q2	$629K	Hold	36,500	–	–	0.06%	298
2015 Q1	$639K	Buy	36,500 +12,100	+50%	+$215K	0.06%	291
2014 Q4	$438K	Buy	+24,400	New	+$429K	0.03%	448

Other funds holding ETX

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 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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

National Planning Corporation's ETX Position: Q4 2017 in Review

National Planning Corporation sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2017, closing a stake of 43,500 shares — an estimated $890K sold.

National Planning Corporation first reported a position in ETX in Q4 2014 and held it in 12 quarters. The position peaked at $1.22M in Q4 2015. 34 funds tracked by Wall St. Rank hold ETX as of Q4 2017.

National Planning Corporation reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 43,500 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2017, an estimated $890K.
National Planning Corporation first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2014 and held it in 12 quarters.
National Planning Corporation's Eaton Vance Municipal Income 2028 Term Trust position peaked at $1.22M in Q4 2015.
34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.