Newbridge Financial Services Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Newbridge Financial Services Group’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
2021 Q3	–	Sell	-468	Closed	-$11K	–	1452
2021 Q2	$11K	Hold	468	–	–	0.01%	954
2021 Q1	$11K	Hold	468	–	–	0.01%	867
2020 Q4	$10K	Hold	468	–	–	0.01%	721
2020 Q3	$9K	Buy	+468	New	+$9.49K	0.01%	697

Other funds holding EOT

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Newbridge Financial Services Group's EOT Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2021, closing a stake of 468 shares — an estimated $11K sold.

Newbridge Financial Services Group first reported a position in EOT in Q3 2020 and held it in 4 quarters. The position peaked at $11K in Q2 2021. 34 funds tracked by Wall St. Rank hold EOT as of Q3 2021.

Newbridge Financial Services Group reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 468 Eaton Vance National Municipal Opportunities Trust shares in Q3 2021, an estimated $11K.
Newbridge Financial Services Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's Eaton Vance National Municipal Opportunities Trust position peaked at $11K in Q2 2021.
34 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.