BWM
EOT

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

Baystate Wealth Management’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
2023
Q4 		$8.52K Buy
+503
New +$7.97K ﹤0.01% 763

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Baystate Wealth Management's EOT Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2023: 503 shares worth $8.52K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings.

43 funds tracked by Wall St. Rank hold EOT as of Q4 2023.

  • Baystate Wealth Management held 503 shares of Eaton Vance National Municipal Opportunities Trust worth $8.52K as of Q4 2023.
  • Eaton Vance National Municipal Opportunities Trust was a new Baystate Wealth Management position in Q4 2023.
  • Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #763 holding.
  • 43 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.