HWA
EOT

HHM Wealth Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

HHM Wealth 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
2022
Q3 		– Sell
-1,075
Closed -$19K – 686
2022
Q2 		$19K Hold
1,075
– – ﹤0.01% 431
2022
Q1 		$20K Hold
1,075
– – ﹤0.01% 435
2021
Q4 		$24K Hold
1,075
– – 0.01% 403
2021
Q3 		$25K Buy
+1,075
New +$24.8K 0.01% 384

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HHM Wealth Advisors's EOT Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2022, closing a stake of 1,075 shares — an estimated $19K sold.

HHM Wealth Advisors first reported a position in EOT in Q3 2021 and held it in 4 quarters. The position peaked at $25K in Q3 2021. 32 funds tracked by Wall St. Rank hold EOT as of Q3 2022.

  • HHM Wealth Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,075 Eaton Vance National Municipal Opportunities Trust shares in Q3 2022, an estimated $19K.
  • HHM Wealth Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2021 and held it in 4 quarters.
  • HHM Wealth Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $25K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.