GIA
EOT

GHP Investment Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

GHP Investment Advisors’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
2024
Q4 		– Sell
-1,006
Closed -$18.1K – 997
2024
Q3 		$18.1K Buy
+1,006
New +$17.4K ﹤0.01% 636

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 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

GHP Investment Advisors's EOT Position: Q4 2024 in Review

GHP Investment Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2024, closing a stake of 1,006 shares — an estimated $18.1K sold.

GHP Investment Advisors first reported a position in EOT in Q3 2024 and held it in 1 quarter. The position peaked at $18.1K in Q3 2024. 48 funds tracked by Wall St. Rank hold EOT as of Q4 2024.

  • GHP Investment Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 1,006 Eaton Vance National Municipal Opportunities Trust shares in Q4 2024, an estimated $18.1K.
  • GHP Investment Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2024 and held it in 1 quarter.
  • GHP Investment Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $18.1K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2024.

Based on GHP Investment Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.