Weaver Consulting Group’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Weaver Consulting 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 Q1	–	Sell	-2,800	Closed	-$61K	–	876
2019 Q4	$61K	Hold	2,800	–	–	0.03%	215
2019 Q3	$59K	Hold	2,800	–	–	0.03%	211
2019 Q2	$58K	Hold	2,800	–	–	0.03%	207
2019 Q1	$58K	Buy	+2,800	New	+$55.3K	0.02%	443

Other funds holding ETX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Weaver Consulting Group's ETX Position: Q1 2020 in Review

Weaver Consulting Group sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2020, closing a stake of 2,800 shares — an estimated $61K sold.

Weaver Consulting Group first reported a position in ETX in Q1 2019 and held it in 4 quarters. The position peaked at $61K in Q4 2019. 34 funds tracked by Wall St. Rank hold ETX as of Q1 2020.

Weaver Consulting Group reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2020 after selling out during the quarter.
Weaver Consulting Group sold 2,800 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2020, an estimated $61K.
Weaver Consulting Group first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2019 and held it in 4 quarters.
Weaver Consulting Group's Eaton Vance Municipal Income 2028 Term Trust position peaked at $61K in Q4 2019.
34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2020.

Based on Weaver Consulting Group's 13F filing for Q1 2020, filed 28 Apr 2020.