PCP
ETX

Proficio Capital Partners’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Proficio Capital Partners’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
2019
Q1 		– Sell
-16
Closed – – 1703
2018
Q4 		$0 Hold
16
– – ﹤0.01% 1197
2018
Q3 		$0 Hold
16
– – ﹤0.01% 1261
2018
Q2 		$0 Hold
16
– – ﹤0.01% 1295
2018
Q1 		$0 Hold
16
– – ﹤0.01% 1295
2017
Q4 		$0 Hold
16
– – ﹤0.01% 1279
2017
Q3 		$0 Hold
16
– – ﹤0.01% 1285
2017
Q2 		$0 Buy
+16
New +$326 ﹤0.01% 1284
2017
Q1 		– Sell
-54,889
Closed -$1.08M – 1318
2016
Q4 		$1.08M Hold
54,889
– – 0.46% 47
2016
Q3 		$1.16M Sell
54,889
-3,738
-6% -$79.1K 0.67% 41
2016
Q2 		$1.23M Buy
58,627
+3,551
+6% +$72K 0.77% 36
2016
Q1 		$1.09M Buy
55,076
+10,290
+23% +$198K 0.91% 33
2015
Q4 		$828K Buy
+44,786
New +$793K 0.81% 36

Other funds holding ETX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

Proficio Capital Partners's ETX Position: Q1 2019 in Review

Proficio Capital Partners sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2019, closing a stake of 16 shares.

Proficio Capital Partners first reported a position in ETX in Q4 2015 and held it in 12 quarters. The position peaked at $1.23M in Q2 2016. 31 funds tracked by Wall St. Rank hold ETX as of Q1 2019.

  • Proficio Capital Partners reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 16 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2019.
  • Proficio Capital Partners first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2015 and held it in 12 quarters.
  • Proficio Capital Partners's Eaton Vance Municipal Income 2028 Term Trust position peaked at $1.23M in Q2 2016.
  • 31 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2019.

Based on Proficio Capital Partners's 13F filing for Q1 2019, filed 13 May 2019.