Private Advisor Group’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Private Advisor Group’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
2020 Q3	–	Sell	-562	Closed	-$11K	–	2142
2020 Q2	$11K	Buy	+562	New	+$11.2K	﹤0.01%	2879
2019 Q4	–	Sell	-39,953	Closed	-$866K	–	1657
2019 Q3	$866K	Buy	39,953 +103	+0.3%	+$2.18K	0.01%	857
2019 Q2	$820K	Buy	39,850 +105	+0.3%	+$2.17K	0.01%	822
2019 Q1	$801K	Buy	39,745 +409	+1%	+$8.08K	0.02%	765
2018 Q4	$751K	Buy	+39,336	New	+$750K	0.02%	681

Other funds holding ETX

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EVM

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

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Private Advisor Group's ETX Position: Q3 2020 in Review

Private Advisor Group sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q3 2020, closing a stake of 562 shares — an estimated $11K sold.

Private Advisor Group first reported a position in ETX in Q4 2018 and held it in 5 quarters. The position peaked at $866K in Q3 2019. 39 funds tracked by Wall St. Rank hold ETX as of Q3 2020.

Private Advisor Group reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 562 Eaton Vance Municipal Income 2028 Term Trust shares in Q3 2020, an estimated $11K.
Private Advisor Group first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2018 and held it in 5 quarters.
Private Advisor Group's Eaton Vance Municipal Income 2028 Term Trust position peaked at $866K in Q3 2019.
39 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.