Perigon Wealth Management’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Perigon Wealth 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
2021 Q1	–	Sell	-1,744	Closed	-$41K	–	660
2020 Q4	$41K	Buy	+1,744	New	+$37.7K	﹤0.01%	803
2018 Q1	–	Sell	-2,269	Closed	-$47K	–	651
2017 Q4	$47K	Buy	2,269 +6	+0.3%	+$121	0.02%	299
2017 Q3	$46K	Buy	+2,263	New	+$46.5K	0.01%	347

Other funds holding ETX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $405M AUM 29.62% 1-Year Est. Return

EVM

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Perigon Wealth Management's ETX Position: Q1 2021 in Review

Perigon Wealth Management sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2021, closing a stake of 1,744 shares — an estimated $41K sold.

Perigon Wealth Management first reported a position in ETX in Q3 2017 and held it in 3 quarters. The position peaked at $47K in Q4 2017. 40 funds tracked by Wall St. Rank hold ETX as of Q1 2021.

Perigon Wealth Management reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 1,744 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2021, an estimated $41K.
Perigon Wealth Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2017 and held it in 3 quarters.
Perigon Wealth Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $47K in Q4 2017.
40 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.