OP
EOT

ORG Partners’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

ORG Partners’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
Q3 		– Sell
-612
Closed -$10.2K – 1230
2024
Q2 		$10.2K Hold
612
– – ﹤0.01% 1238
2024
Q1 		$10.1K Buy
+612
New +$10.3K 0.02% 284

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

ORG Partners's EOT Position: Q3 2024 in Review

ORG Partners sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2024, closing a stake of 612 shares — an estimated $10.2K sold.

ORG Partners first reported a position in EOT in Q1 2024 and held it in 2 quarters. The position peaked at $10.2K in Q2 2024. 48 funds tracked by Wall St. Rank hold EOT as of Q3 2024.

  • ORG Partners reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 612 Eaton Vance National Municipal Opportunities Trust shares in Q3 2024, an estimated $10.2K.
  • ORG Partners first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2024 and held it in 2 quarters.
  • ORG Partners's Eaton Vance National Municipal Opportunities Trust position peaked at $10.2K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.