Leelyn Smith’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-650	Closed	-$10.7K	–	198
2022 Q4	$10.7K	Hold	650	–	–	﹤0.01%	313
2022 Q3	$11K	Hold	650	–	–	﹤0.01%	277
2022 Q2	$12K	Hold	650	–	–	﹤0.01%	275
2022 Q1	$12K	Hold	650	–	–	﹤0.01%	265
2021 Q4	$14K	Hold	650	–	–	﹤0.01%	264
2021 Q3	$15K	Hold	650	–	–	﹤0.01%	251
2021 Q2	$15K	Hold	650	–	–	﹤0.01%	252
2021 Q1	$15K	Hold	650	–	–	﹤0.01%	262
2020 Q4	$13K	Hold	650	–	–	﹤0.01%	258
2020 Q3	$13K	Hold	650	–	–	﹤0.01%	244
2020 Q2	$13K	Buy	+650	New	+$12.2K	0.01%	293

Other funds holding EOT

1CP

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 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

Leelyn Smith's EOT Position: Q1 2023 in Review

Leelyn Smith sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2023, closing a stake of 650 shares — an estimated $10.7K sold.

Leelyn Smith first reported a position in EOT in Q2 2020 and held it in 11 quarters. The position peaked at $15K in Q3 2021. 33 funds tracked by Wall St. Rank hold EOT as of Q1 2023.

Leelyn Smith reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 650 Eaton Vance National Municipal Opportunities Trust shares in Q1 2023, an estimated $10.7K.
Leelyn Smith first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2020 and held it in 11 quarters.
Leelyn Smith's Eaton Vance National Municipal Opportunities Trust position peaked at $15K in Q3 2021.
33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.