HBK Sorce Advisory’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

HBK Sorce Advisory’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	-10,500	Closed	-$200K	–	489
2022 Q1	$200K	Hold	10,500	–	–	0.01%	516
2021 Q4	$232K	Hold	10,500	–	–	0.01%	519
2021 Q3	$248K	Hold	10,500	–	–	0.01%	494
2021 Q2	$237K	Hold	10,500	–	–	0.01%	505
2021 Q1	$236K	Hold	10,500	–	–	0.01%	475
2020 Q4	$215K	Hold	10,500	–	–	0.01%	458
2020 Q3	$210K	Hold	10,500	–	–	0.01%	412
2020 Q2	$206K	Hold	10,500	–	–	0.02%	403
2020 Q1	$205K	Hold	10,500	–	–	0.02%	361
2019 Q4	$227K	Hold	10,500	–	–	0.02%	389
2019 Q3	$237K	Hold	10,500	–	–	0.02%	365
2019 Q2	$239K	Hold	10,500	–	–	0.02%	352
2019 Q1	$222K	Hold	10,500	–	–	0.02%	393
2018 Q4	$195K	Sell	10,500 -512	-5%	-$10.2K	0.02%	359
2018 Q3	$237K	Hold	11,012	–	–	0.03%	342
2018 Q2	$225K	Hold	11,012	–	–	0.03%	347
2018 Q1	$228K	Hold	11,012	–	–	0.03%	331
2017 Q4	$248K	Buy	+11,012	New	+$249K	0.03%	337

Other funds holding EOT

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HBK Sorce Advisory's EOT Position: Q2 2022 in Review

HBK Sorce Advisory sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2022, closing a stake of 10,500 shares — an estimated $200K sold.

HBK Sorce Advisory first reported a position in EOT in Q4 2017 and held it in 18 quarters. The position peaked at $248K in Q3 2021. 38 funds tracked by Wall St. Rank hold EOT as of Q2 2022.

HBK Sorce Advisory reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2022 after selling out during the quarter.
HBK Sorce Advisory sold 10,500 Eaton Vance National Municipal Opportunities Trust shares in Q2 2022, an estimated $200K.
HBK Sorce Advisory first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2017 and held it in 18 quarters.
HBK Sorce Advisory's Eaton Vance National Municipal Opportunities Trust position peaked at $248K in Q3 2021.
38 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2022.

Based on HBK Sorce Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.