KFI
EOT

Key Financial Inc’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Key Financial Inc’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
Q2 		– Sell
-275
Closed -$4.56K – 1355
2024
Q1 		$4.56K Hold
275
– – ﹤0.01% 961
2023
Q4 		$4.65K Hold
275
– – ﹤0.01% 952
2023
Q3 		$4.46K Hold
275
– – ﹤0.01% 950
2023
Q2 		$4.77K Hold
275
– – ﹤0.01% 955
2023
Q1 		$4.86K Hold
275
– – ﹤0.01% 821
2022
Q4 		$4.52K Hold
275
– – ﹤0.01% 809
2022
Q3 		$5K Hold
275
– – ﹤0.01% 782
2022
Q2 		$5K Hold
275
– – ﹤0.01% 785
2022
Q1 		$5K Hold
275
– – ﹤0.01% 779
2021
Q4 		$6K Hold
275
– – ﹤0.01% 674
2021
Q3 		$7K Buy
+275
New +$6.33K ﹤0.01% 644

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Key Financial Inc's EOT Position: Q2 2024 in Review

Key Financial Inc sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2024, closing a stake of 275 shares — an estimated $4.56K sold.

Key Financial Inc first reported a position in EOT in Q3 2021 and held it in 11 quarters. The position peaked at $7K in Q3 2021. 46 funds tracked by Wall St. Rank hold EOT as of Q2 2024.

  • Key Financial Inc reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2024 after selling out during the quarter.
  • Key Financial Inc sold 275 Eaton Vance National Municipal Opportunities Trust shares in Q2 2024, an estimated $4.56K.
  • Key Financial Inc first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2021 and held it in 11 quarters.
  • Key Financial Inc's Eaton Vance National Municipal Opportunities Trust position peaked at $7K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2024.

Based on Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.