PWM
EOT

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

Palumbo 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
2024
Q3 		– Sell
-26,520
Closed -$447K – 162
2024
Q2 		$447K Hold
26,520
– – 0.19% 83
2024
Q1 		$440K Hold
26,520
– – 0.2% 86
2023
Q4 		$449K Buy
+26,520
New +$420K 0.23% 75

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

Palumbo Wealth Management's EOT Position: Q3 2024 in Review

Palumbo Wealth Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2024, closing a stake of 26,520 shares — an estimated $447K sold.

Palumbo Wealth Management first reported a position in EOT in Q4 2023 and held it in 3 quarters. The position peaked at $449K in Q4 2023. 48 funds tracked by Wall St. Rank hold EOT as of Q3 2024.

  • Palumbo Wealth Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 26,520 Eaton Vance National Municipal Opportunities Trust shares in Q3 2024, an estimated $447K.
  • Palumbo Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2023 and held it in 3 quarters.
  • Palumbo Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $449K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2024.

Based on Palumbo Wealth Management's 13F filing for Q3 2024, filed 28 Oct 2024.