IAIM
EOT

International Assets Investment Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-2,407
Closed -$43.2K – 1109
2024
Q3 		$43.2K Buy
+2,407
New +$41.7K ﹤0.01% 1112
2021
Q2 		– Sell
-589
Closed -$12K – 899
2021
Q1 		$12K Hold
589
– – ﹤0.01% 1491
2020
Q4 		$12K Buy
+589
New +$12.1K ﹤0.01% 1352

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $164B AUM 112.45% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

International Assets Investment Management's EOT Position: Q4 2024 in Review

International Assets Investment Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2024, closing a stake of 2,407 shares — an estimated $43.2K sold.

International Assets Investment Management first reported a position in EOT in Q4 2020 and held it in 3 quarters. The position peaked at $43.2K in Q3 2024. 48 funds tracked by Wall St. Rank hold EOT as of Q4 2024.

  • International Assets Investment Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 2,407 Eaton Vance National Municipal Opportunities Trust shares in Q4 2024, an estimated $43.2K.
  • International Assets Investment Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Eaton Vance National Municipal Opportunities Trust position peaked at $43.2K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.