FPFS
EOT

First Personal Financial Services’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

First Personal Financial Services’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
2023
Q1 		– Sell
-1,130
Closed -$18.6K – 414
2022
Q4 		$18.6K Buy
+1,130
New +$18.6K 0.01% 294

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Personal Financial Services's EOT Position: Q1 2023 in Review

First Personal Financial Services sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2023, closing a stake of 1,130 shares — an estimated $18.6K sold.

First Personal Financial Services first reported a position in EOT in Q4 2022 and held it in 1 quarter. The position peaked at $18.6K in Q4 2022. 33 funds tracked by Wall St. Rank hold EOT as of Q1 2023.

  • First Personal Financial Services reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • First Personal Financial Services sold 1,130 Eaton Vance National Municipal Opportunities Trust shares in Q1 2023, an estimated $18.6K.
  • First Personal Financial Services first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2022 and held it in 1 quarter.
  • First Personal Financial Services's Eaton Vance National Municipal Opportunities Trust position peaked at $18.6K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2023.

Based on First Personal Financial Services's 13F filing for Q1 2023, filed 24 Apr 2023.