Benjamin F. Edwards & Company’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$125K	Hold	7,448	–	–	﹤0.01%	1047
2024 Q1	$124K	Hold	7,448	–	–	﹤0.01%	1037
2023 Q4	$126K	Hold	7,448	–	–	﹤0.01%	1004
2023 Q3	$121K	Hold	7,448	–	–	﹤0.01%	850
2023 Q2	$129K	Hold	7,448	–	–	﹤0.01%	835
2023 Q1	$132K	Buy	+7,448	New	+$130K	0.01%	826
2021 Q1	–	Sell	-21,874	Closed	-$448K	–	1683
2020 Q4	$448K	Buy	21,874 +14	+0.1%	+$287	0.03%	456
2020 Q3	$438K	Sell	21,860 -65	-0.3%	-$1.32K	0.03%	421
2020 Q2	$431K	Buy	+21,925	New	+$413K	0.03%	398
2020 Q1	–	Sell	-104	Closed	-$2K	–	1749
2019 Q4	$2K	Buy	+104	New	+$2.35K	﹤0.01%	1764
2017 Q1	–	Sell	-1,725	Closed	-$36K	–	1351
2016 Q4	$36K	Buy	+1,725	New	+$37.1K	0.01%	688

Other funds holding EOT

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

AIM

AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Benjamin F. Edwards & Company's EOT Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Eaton Vance National Municipal Opportunities Trust (EOT) position steady in Q2 2024 at 7,448 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Benjamin F. Edwards & Company first reported a position in EOT in Q4 2016 and has held it in 11 quarters since. The position peaked at $448K in Q4 2020. 46 funds tracked by Wall St. Rank hold EOT as of Q2 2024.

Benjamin F. Edwards & Company held 7,448 shares of Eaton Vance National Municipal Opportunities Trust worth $125K as of Q2 2024.
Benjamin F. Edwards & Company left its Eaton Vance National Municipal Opportunities Trust share count unchanged in Q2 2024.
Eaton Vance National Municipal Opportunities Trust made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1047 holding.
Benjamin F. Edwards & Company first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2016 and has held it in 11 quarters since.
Benjamin F. Edwards & Company's Eaton Vance National Municipal Opportunities Trust position peaked at $448K in Q4 2020.
46 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.