1776 Wealth’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

1776 Wealth’s Portfolio EOT Stock Details EOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,729	Closed	-$207K	–	126
2021 Q3	$207K	Buy	+8,729	New	+$201K	0.12%	113
2021 Q2	–	Sell	-9,384	Closed	-$211K	–	118
2021 Q1	$211K	Buy	+9,384	New	+$201K	0.13%	108
2020 Q3	–	Sell	-9,384	Closed	-$184K	–	169
2020 Q2	$184K	Sell	9,384 -7,384	-44%	-$139K	0.13%	103
2020 Q1	$341K	Buy	16,768 +9,384	+127%	+$201K	0.14%	106
2019 Q4	$159K	Buy	+7,384	New	+$167K	0.14%	111

Other funds holding EOT

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

1776 Wealth's EOT Position: Q4 2021 in Review

1776 Wealth sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2021, closing a stake of 8,729 shares — an estimated $207K sold.

1776 Wealth first reported a position in EOT in Q4 2019 and held it in 5 quarters. The position peaked at $341K in Q1 2020. 36 funds tracked by Wall St. Rank hold EOT as of Q4 2021.

1776 Wealth reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2021 after selling out during the quarter.
1776 Wealth sold 8,729 Eaton Vance National Municipal Opportunities Trust shares in Q4 2021, an estimated $207K.
1776 Wealth first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2019 and held it in 5 quarters.
1776 Wealth's Eaton Vance National Municipal Opportunities Trust position peaked at $341K in Q1 2020.
36 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2021.

Based on 1776 Wealth's 13F filing for Q4 2021, filed 31 Jan 2022.