KIM
EOT

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

Karpus 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
Q3 		– Sell
-153,558
Closed -$2.59M – 224
2024
Q2 		$2.59M Sell
153,558
-289
-0.2% -$4.77K 0.07% 148
2024
Q1 		$2.55M Sell
153,847
-13,102
-8% -$220K 0.07% 154
2023
Q4 		$2.82M Sell
166,949
-61,472
-27% -$974K 0.09% 147
2023
Q3 		$3.7M Hold
228,421
– – 0.12% 131
2023
Q2 		$3.97M Sell
228,421
-99,284
-30% -$1.74M 0.12% 139
2023
Q1 		$5.79M Sell
327,705
-99,663
-23% -$1.74M 0.18% 113
2022
Q4 		$7.02M Buy
+427,368
New +$7.02M 0.24% 98
2022
Q3 		– Sell
-37,816
Closed -$677K – 513
2022
Q2 		$677K Buy
+37,816
New +$669K 0.02% 375
2015
Q3 		– Sell
-12,279
Closed -$248K – 206
2015
Q2 		$248K Sell
12,279
-135,360
-92% -$2.83M 0.01% 183
2015
Q1 		$3.13M Sell
147,639
-189,674
-56% -$4.02M 0.15% 103
2014
Q4 		$7.08M Buy
337,313
+2,021
+0.6% +$41.2K 0.34% 77
2014
Q3 		$6.68M Sell
335,292
-20,598
-6% -$412K 0.32% 72
2014
Q2 		$7.12M Buy
355,890
+25,463
+8% +$506K 0.34% 76
2014
Q1 		$6.41M Buy
330,427
+188,609
+133% +$3.62M 0.33% 78
2013
Q4 		$2.62M Buy
141,818
+116,253
+455% +$2.15M 0.15% 105
2013
Q3 		$480K Buy
+25,565
New +$473K 0.03% 156

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Karpus Investment Management's EOT Position: Q3 2024 in Review

Karpus Investment Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2024, closing a stake of 153,558 shares — an estimated $2.59M sold.

Karpus Investment Management first reported a position in EOT in Q3 2013 and held it in 16 quarters. The position peaked at $7.12M in Q2 2014. 48 funds tracked by Wall St. Rank hold EOT as of Q3 2024.

  • Karpus Investment Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2024 after selling out during the quarter.
  • Karpus Investment Management sold 153,558 Eaton Vance National Municipal Opportunities Trust shares in Q3 2024, an estimated $2.59M.
  • Karpus Investment Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2013 and held it in 16 quarters.
  • Karpus Investment Management's Eaton Vance National Municipal Opportunities Trust position peaked at $7.12M in Q2 2014.
  • 48 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2024.

Based on Karpus Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.