CWM
EOT

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

Castle 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
2022
Q4 		– Sell
-215
Closed -$4K – 270
2022
Q3 		$4K Hold
215
– – ﹤0.01% 508
2022
Q2 		$4K Buy
+215
New +$3.8K ﹤0.01% 504

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Castle Wealth Management's EOT Position: Q4 2022 in Review

Castle Wealth Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2022, closing a stake of 215 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in EOT in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 39 funds tracked by Wall St. Rank hold EOT as of Q4 2022.

  • Castle Wealth Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 215 Eaton Vance National Municipal Opportunities Trust shares in Q4 2022, an estimated $4K.
  • Castle Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $4K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.