Access Financial Services’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Access Financial Services’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
2022 Q3	–	Sell	-52,367	Closed	-$937K	–	91
2022 Q2	$937K	Sell	52,367 -4,182	-7%	-$74K	0.54%	61
2022 Q1	$1.08M	Hold	56,549	–	–	0.51%	63
2021 Q4	$1.25M	Sell	56,549 -11,403	-17%	-$261K	0.56%	57
2021 Q3	$1.61M	Sell	67,952 -1,010	-1%	-$23.3K	0.73%	41
2021 Q2	$1.55M	Buy	68,962 +450	+0.7%	+$10.1K	0.72%	50
2021 Q1	$1.54M	Buy	+68,512	New	+$1.47M	0.72%	50

Other funds holding EOT

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

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

Access Financial Services's EOT Position: Q3 2022 in Review

Access Financial Services sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2022, closing a stake of 52,367 shares — an estimated $937K sold.

Access Financial Services first reported a position in EOT in Q1 2021 and held it in 6 quarters. The position peaked at $1.61M in Q3 2021. 32 funds tracked by Wall St. Rank hold EOT as of Q3 2022.

Access Financial Services reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2022 after selling out during the quarter.
Access Financial Services sold 52,367 Eaton Vance National Municipal Opportunities Trust shares in Q3 2022, an estimated $937K.
Access Financial Services first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2021 and held it in 6 quarters.
Access Financial Services's Eaton Vance National Municipal Opportunities Trust position peaked at $1.61M in Q3 2021.
32 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2022.

Based on Access Financial Services's 13F filing for Q3 2022, filed 18 Oct 2022.