EWM
EOT

EPG Wealth Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-750
Closed -$15K – 324
2020
Q1 		$15K Hold
750
– – 0.01% 430
2019
Q4 		$16K Buy
+750
New +$16.9K 0.01% 376

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

EPG Wealth Management's EOT Position: Q2 2020 in Review

EPG Wealth Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2020, closing a stake of 750 shares — an estimated $15K sold.

EPG Wealth Management first reported a position in EOT in Q4 2019 and held it in 2 quarters. The position peaked at $16K in Q4 2019. 35 funds tracked by Wall St. Rank hold EOT as of Q2 2020.

  • EPG Wealth Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 750 Eaton Vance National Municipal Opportunities Trust shares in Q2 2020, an estimated $15K.
  • EPG Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $16K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.