DAS
EOT

Dynamic Advisor Solutions’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-10,110
Closed -$181K – 702
2022
Q2 		$181K Buy
+10,110
New +$179K 0.01% 656

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dynamic Advisor Solutions's EOT Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2022, closing a stake of 10,110 shares — an estimated $181K sold.

Dynamic Advisor Solutions first reported a position in EOT in Q2 2022 and held it in 1 quarter. The position peaked at $181K in Q2 2022. 32 funds tracked by Wall St. Rank hold EOT as of Q3 2022.

  • Dynamic Advisor Solutions reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,110 Eaton Vance National Municipal Opportunities Trust shares in Q3 2022, an estimated $181K.
  • Dynamic Advisor Solutions first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2022 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Eaton Vance National Municipal Opportunities Trust position peaked at $181K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.