Wealthspire Advisors (Maryland)’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-3,538	Closed	-$71K	–	940
2019 Q1	$71K	Buy	3,538 +27	+0.8%	+$533	0.01%	764
2018 Q4	$67K	Buy	3,511 +28	+0.8%	+$534	0.01%	738
2018 Q3	$68K	Buy	3,483 +27	+0.8%	+$533	0.01%	847
2018 Q2	$68K	Buy	3,456 +27	+0.8%	+$522	0.01%	862
2018 Q1	$65K	Buy	3,429 +26	+0.8%	+$509	0.01%	885
2017 Q4	$71K	Buy	3,403 +25	+0.7%	+$504	0.01%	858
2017 Q3	$69K	Buy	3,378 +25	+0.7%	+$514	0.01%	852
2017 Q2	$67K	Buy	+3,353	New	+$68.3K	0.01%	838

Other funds holding ETX

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

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

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

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

Wealthspire Advisors (Maryland)'s ETX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2019, closing a stake of 3,538 shares — an estimated $71K sold.

Wealthspire Advisors (Maryland) first reported a position in ETX in Q2 2017 and held it in 8 quarters. The position peaked at $71K in Q1 2019. 32 funds tracked by Wall St. Rank hold ETX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 3,538 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2019, an estimated $71K.
Wealthspire Advisors (Maryland) first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Eaton Vance Municipal Income 2028 Term Trust position peaked at $71K in Q1 2019.
32 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.