MC
EOT

Moors & Cabot’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Moors & Cabot’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
-32,500
Closed -$539K – 889
2024
Q1 		$539K Buy
32,500
+6,500
+25% +$109K 0.03% 471
2023
Q4 		$440K Sell
26,000
-14,000
-35% -$222K 0.03% 499
2023
Q3 		$649K Buy
40,000
+2,500
+7% +$42K 0.04% 362
2023
Q2 		$651K Buy
37,500
+4,000
+12% +$70.2K 0.04% 371
2023
Q1 		$592K Buy
33,500
+2,000
+6% +$35K 0.04% 382
2022
Q4 		$518K Sell
31,500
-3,000
-9% -$49.3K 0.04% 417
2022
Q3 		$568K Buy
34,500
+4,600
+15% +$82.4K 0.04% 361
2022
Q2 		$535K Buy
29,900
+8,500
+40% +$150K 0.04% 394
2022
Q1 		$408K Buy
21,400
+2,500
+13% +$50.5K 0.03% 527
2021
Q4 		$417K Buy
18,900
+2,500
+15% +$57.2K 0.03% 520
2021
Q3 		$389K Buy
16,400
+5,000
+44% +$115K 0.02% 523
2021
Q2 		$257K Buy
+11,400
New +$257K 0.02% 626

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

Moors & Cabot's EOT Position: Q2 2024 in Review

Moors & Cabot sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2024, closing a stake of 32,500 shares — an estimated $539K sold.

Moors & Cabot first reported a position in EOT in Q2 2021 and held it in 12 quarters. The position peaked at $651K in Q2 2023. 46 funds tracked by Wall St. Rank hold EOT as of Q2 2024.

  • Moors & Cabot reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2024 after selling out during the quarter.
  • Moors & Cabot sold 32,500 Eaton Vance National Municipal Opportunities Trust shares in Q2 2024, an estimated $539K.
  • Moors & Cabot first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2021 and held it in 12 quarters.
  • Moors & Cabot's Eaton Vance National Municipal Opportunities Trust position peaked at $651K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2024.

Based on Moors & Cabot's 13F filing for Q2 2024, filed 9 Aug 2024.