DWA
EOT

Delos Wealth Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Delos Wealth Advisors’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
Q1 		– Sell
-4,750
Closed -$105K – 319
2021
Q4 		$105K Buy
+4,750
New +$109K 0.1% 48

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Delos Wealth Advisors's EOT Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2022, closing a stake of 4,750 shares — an estimated $105K sold.

Delos Wealth Advisors first reported a position in EOT in Q4 2021 and held it in 1 quarter. The position peaked at $105K in Q4 2021. 34 funds tracked by Wall St. Rank hold EOT as of Q1 2022.

  • Delos Wealth Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 4,750 Eaton Vance National Municipal Opportunities Trust shares in Q1 2022, an estimated $105K.
  • Delos Wealth Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $105K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.