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

Evoke Wealth’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	-10,453	Closed	-$231K	–	1192
2021 Q4	$231K	Hold	10,453	–	–	0.01%	344
2021 Q3	$247K	Hold	10,453	–	–	0.01%	308
2021 Q2	$236K	Hold	10,453	–	–	0.01%	326
2021 Q1	$235K	Hold	10,453	–	–	0.01%	282
2020 Q4	$214K	Hold	10,453	–	–	0.01%	226
2020 Q3	$209K	Hold	10,453	–	–	0.02%	205
2020 Q2	$205K	Hold	10,453	–	–	0.02%	195
2020 Q1	$204K	Hold	10,453	–	–	0.03%	181
2019 Q4	$226K	Hold	10,453	–	–	0.03%	210
2019 Q3	$236K	Buy	+10,453	New	+$240K	0.03%	232

Other funds holding EOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth's EOT Position: Q1 2022 in Review

Evoke Wealth sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2022, closing a stake of 10,453 shares — an estimated $231K sold.

Evoke Wealth first reported a position in EOT in Q3 2019 and held it in 10 quarters. The position peaked at $247K in Q3 2021. 34 funds tracked by Wall St. Rank hold EOT as of Q1 2022.

Evoke Wealth reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 10,453 Eaton Vance National Municipal Opportunities Trust shares in Q1 2022, an estimated $231K.
Evoke Wealth first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2019 and held it in 10 quarters.
Evoke Wealth's Eaton Vance National Municipal Opportunities Trust position peaked at $247K in Q3 2021.
34 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.