FAM
EOT

Flaharty Asset Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Flaharty Asset 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
2023
Q4 		– Sell
-6,800
Closed -$110K – 209
2023
Q3 		$110K Buy
+6,800
New +$114K 0.02% 143

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Flaharty Asset Management's EOT Position: Q4 2023 in Review

Flaharty Asset Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2023, closing a stake of 6,800 shares — an estimated $110K sold.

Flaharty Asset Management first reported a position in EOT in Q3 2023 and held it in 1 quarter. The position peaked at $110K in Q3 2023. 43 funds tracked by Wall St. Rank hold EOT as of Q4 2023.

  • Flaharty Asset Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2023 after selling out during the quarter.
  • Flaharty Asset Management sold 6,800 Eaton Vance National Municipal Opportunities Trust shares in Q4 2023, an estimated $110K.
  • Flaharty Asset Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2023 and held it in 1 quarter.
  • Flaharty Asset Management's Eaton Vance National Municipal Opportunities Trust position peaked at $110K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2023.

Based on Flaharty Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.