FAG
EOT

Fortitude Advisory Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-3,334
Closed -$64K – 526
2022
Q1 		$64K Buy
3,334
+1,954
+142% +$39.5K 0.03% 454
2021
Q4 		$30K Buy
+1,380
New +$31.6K 0.02% 705

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortitude Advisory Group's EOT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2022, closing a stake of 3,334 shares — an estimated $64K sold.

Fortitude Advisory Group first reported a position in EOT in Q4 2021 and held it in 2 quarters. The position peaked at $64K in Q1 2022. 38 funds tracked by Wall St. Rank hold EOT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 3,334 Eaton Vance National Municipal Opportunities Trust shares in Q2 2022, an estimated $64K.
  • Fortitude Advisory Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Eaton Vance National Municipal Opportunities Trust position peaked at $64K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.