Concourse Financial Group Securities’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-240	Closed	-$4.06K	–	613
2024 Q4	$4.06K	Hold	240	–	–	﹤0.01%	1919
2024 Q3	$4.31K	Sell	240 -240	-50%	-$4.16K	﹤0.01%	1888
2024 Q2	$8.08K	Hold	480	–	–	﹤0.01%	1748
2024 Q1	$7.96K	Hold	480	–	–	﹤0.01%	1777
2023 Q4	$8.12K	Hold	480	–	–	﹤0.01%	1733
2023 Q3	$7.79K	Hold	480	–	–	﹤0.01%	1709
2023 Q2	$8.33K	Hold	480	–	–	﹤0.01%	1705
2023 Q1	$8.48K	Buy	+480	New	+$8.39K	﹤0.01%	1709

Other funds holding EOT

1CP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIM

AHL Investment Management Winter Park, Florida $146M AUM 12.44% 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

Concourse Financial Group Securities's EOT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2025, closing a stake of 240 shares — an estimated $4.06K sold.

Concourse Financial Group Securities first reported a position in EOT in Q1 2023 and held it in 8 quarters. The position peaked at $8.48K in Q1 2023. 46 funds tracked by Wall St. Rank hold EOT as of Q1 2025.

Concourse Financial Group Securities reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 240 Eaton Vance National Municipal Opportunities Trust shares in Q1 2025, an estimated $4.06K.
Concourse Financial Group Securities first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2023 and held it in 8 quarters.
Concourse Financial Group Securities's Eaton Vance National Municipal Opportunities Trust position peaked at $8.48K in Q1 2023.
46 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.