Northwestern Mutual Wealth Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Northwestern Mutual Wealth 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
2022 Q1	–	Sell	-150	Closed	-$3K	–	3190
2021 Q4	$3K	Buy	+150	New	+$3.43K	﹤0.01%	2879
2018 Q2	–	Sell	-2,369	Closed	-$49K	–	2396
2018 Q1	$49K	Hold	2,369	–	–	﹤0.01%	1208
2017 Q4	$53K	Sell	2,369 -731	-24%	-$16.6K	﹤0.01%	1129
2017 Q3	$70K	Sell	3,100 -1,500	-33%	-$33.7K	﹤0.01%	999
2017 Q2	$101K	Hold	4,600	–	–	﹤0.01%	880
2017 Q1	$99K	Buy	4,600 +1,500	+48%	+$32K	﹤0.01%	832
2016 Q4	$64K	Buy	+3,100	New	+$66.7K	﹤0.01%	948
2016 Q3	–	Sell	-1,049	Closed	-$24K	–	568
2016 Q2	$24K	Buy	1,049 +13	+1%	+$295	﹤0.01%	1109
2016 Q1	$23K	Buy	1,036 +11	+1%	+$241	﹤0.01%	1134
2015 Q4	$22K	Buy	1,025 +481	+88%	+$10.2K	﹤0.01%	977
2015 Q3	$11K	Buy	+544	New	+$11.1K	﹤0.01%	1054

Other funds holding EOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

AFS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's EOT Position: Q1 2022 in Review

Northwestern Mutual Wealth Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2022, closing a stake of 150 shares — an estimated $3K sold.

Northwestern Mutual Wealth Management first reported a position in EOT in Q3 2015 and held it in 11 quarters. The position peaked at $101K in Q2 2017. 34 funds tracked by Wall St. Rank hold EOT as of Q1 2022.

Northwestern Mutual Wealth Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 150 Eaton Vance National Municipal Opportunities Trust shares in Q1 2022, an estimated $3K.
Northwestern Mutual Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2015 and held it in 11 quarters.
Northwestern Mutual Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $101K in Q2 2017.
34 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.