Fund Activity
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Latest stock portfolios of the world's best investors and hedge funds
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Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
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Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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Stock index based on fund manager activity updated each quarter
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PWM
ETX
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
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-1,744
Closed
-$41K
–
653
2020
Q4
$41K
Buy
+1,744
New
+$41K
﹤0.01%
795
2018
Q1
–
Sell
-2,269
Closed
-$47K
–
651
2017
Q4
$47K
Buy
2,269
+6
+
0.3
%
+$124
0.02%
299
2017
Q3
$46K
Buy
+2,263
New
+$46K
0.01%
347
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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