SEI Investments
ETX

SEI Investments’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

SEI Investments’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
2018
Q1 		– Sell
-151
Closed -$3K – 3517
2017
Q4 		$3K Buy
+151
New +$3.04K ﹤0.01% 3035

Other funds holding ETX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

SEI Investments's ETX Position: Q1 2018 in Review

SEI Investments sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2018, closing a stake of 151 shares — an estimated $3K sold.

SEI Investments first reported a position in ETX in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 33 funds tracked by Wall St. Rank hold ETX as of Q1 2018.

  • SEI Investments reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2018 after selling out during the quarter.
  • SEI Investments sold 151 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2018, an estimated $3K.
  • SEI Investments first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2017 and held it in 1 quarter.
  • SEI Investments's Eaton Vance Municipal Income 2028 Term Trust position peaked at $3K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2018.

Based on SEI Investments's 13F filing for Q1 2018, filed 11 May 2018.