CFD
EOT

Creative Financial Designs’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-450
Closed -$7.61K – 1684
2023
Q4 		$7.61K Buy
+450
New +$7.13K ﹤0.01% 1168

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
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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Financial Designs's EOT Position: Q1 2024 in Review

Creative Financial Designs sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2024, closing a stake of 450 shares — an estimated $7.61K sold.

Creative Financial Designs first reported a position in EOT in Q4 2023 and held it in 1 quarter. The position peaked at $7.61K in Q4 2023. 44 funds tracked by Wall St. Rank hold EOT as of Q1 2024.

  • Creative Financial Designs reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2024 after selling out during the quarter.
  • Creative Financial Designs sold 450 Eaton Vance National Municipal Opportunities Trust shares in Q1 2024, an estimated $7.61K.
  • Creative Financial Designs first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2023 and held it in 1 quarter.
  • Creative Financial Designs's Eaton Vance National Municipal Opportunities Trust position peaked at $7.61K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.