PSCM
ETX

Per Stirling Capital Management’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Per Stirling Capital Management’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
2023
Q1 		– Sell
-13,477
Closed -$240K – 187
2022
Q4 		$240K Buy
+13,477
New +$250K 0.04% 182

Other funds holding ETX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 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
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Per Stirling Capital Management's ETX Position: Q1 2023 in Review

Per Stirling Capital Management sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2023, closing a stake of 13,477 shares — an estimated $240K sold.

Per Stirling Capital Management first reported a position in ETX in Q4 2022 and held it in 1 quarter. The position peaked at $240K in Q4 2022. 39 funds tracked by Wall St. Rank hold ETX as of Q1 2023.

  • Per Stirling Capital Management reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2023 after selling out during the quarter.
  • Per Stirling Capital Management sold 13,477 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2023, an estimated $240K.
  • Per Stirling Capital Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2022 and held it in 1 quarter.
  • Per Stirling Capital Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $240K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2023.

Based on Per Stirling Capital Management's 13F filing for Q1 2023, filed 15 May 2023.