CIBC Private Wealth Group
EOT

CIBC Private Wealth Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

CIBC Private Wealth Group’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
Q4 		– Sell
-3,136
Closed -$56.3K – 3048
2024
Q3 		$56.3K Buy
3,136
+741
+31% +$12.8K ﹤0.01% 1725
2024
Q2 		$40.3K Buy
+2,395
New +$39.5K ﹤0.01% 1759
2020
Q2 		– Sell
-15,882
Closed -$310K – 655
2020
Q1 		$310K Buy
15,882
+1,750
+12% +$37.5K ﹤0.01% 707
2019
Q4 		$306K Hold
14,132
– – ﹤0.01% 794
2019
Q3 		$319K Buy
14,132
+48
+0.3% +$1.1K ﹤0.01% 771
2019
Q2 		$321K Hold
14,084
– – ﹤0.01% 794
2019
Q1 		$297K Buy
+14,084
New +$292K ﹤0.01% 825

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 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

CIBC Private Wealth Group's EOT Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2024, closing a stake of 3,136 shares — an estimated $56.3K sold.

CIBC Private Wealth Group first reported a position in EOT in Q1 2019 and held it in 7 quarters. The position peaked at $321K in Q2 2019. 48 funds tracked by Wall St. Rank hold EOT as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 3,136 Eaton Vance National Municipal Opportunities Trust shares in Q4 2024, an estimated $56.3K.
  • CIBC Private Wealth Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2019 and held it in 7 quarters.
  • CIBC Private Wealth Group's Eaton Vance National Municipal Opportunities Trust position peaked at $321K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.