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

Perigon 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
2021 Q1	–	Sell	-1,685	Closed	-$35K	–	648
2020 Q4	$35K	Buy	+1,685	New	+$34.6K	﹤0.01%	858
2018 Q2	–	Sell	-2,349	Closed	-$49K	–	347
2018 Q1	$49K	Sell	2,349 -442	-16%	-$9.48K	0.02%	311
2017 Q4	$63K	Buy	2,791 +11	+0.4%	+$249	0.02%	265
2017 Q3	$63K	Buy	+2,780	New	+$62.5K	0.02%	309

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

KAS

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 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

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

Perigon Wealth Management's EOT Position: Q1 2021 in Review

Perigon Wealth Management sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2021, closing a stake of 1,685 shares — an estimated $35K sold.

Perigon Wealth Management first reported a position in EOT in Q3 2017 and held it in 4 quarters. The position peaked at $63K in Q4 2017. 33 funds tracked by Wall St. Rank hold EOT as of Q1 2021.

Perigon Wealth Management reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 1,685 Eaton Vance National Municipal Opportunities Trust shares in Q1 2021, an estimated $35K.
Perigon Wealth Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2017 and held it in 4 quarters.
Perigon Wealth Management's Eaton Vance National Municipal Opportunities Trust position peaked at $63K in Q4 2017.
33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.