TH
EOT

TCTC Holdings’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

TCTC Holdings’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
Q2 		– Sell
-3,904
Closed -$64.8K – 553
2024
Q1 		$64.8K Hold
3,904
– – ﹤0.01% 282
2023
Q4 		$66.1K Hold
3,904
– – ﹤0.01% 278
2023
Q3 		$63.3K Hold
3,904
– – ﹤0.01% 256
2023
Q2 		$67.8K Hold
3,904
– – ﹤0.01% 257
2023
Q1 		$69K Hold
3,904
– – ﹤0.01% 267
2022
Q4 		$64.1K Buy
+3,904
New +$64.2K ﹤0.01% 257

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

TCTC Holdings's EOT Position: Q2 2024 in Review

TCTC Holdings sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q2 2024, closing a stake of 3,904 shares — an estimated $64.8K sold.

TCTC Holdings first reported a position in EOT in Q4 2022 and held it in 6 quarters. The position peaked at $69K in Q1 2023. 46 funds tracked by Wall St. Rank hold EOT as of Q2 2024.

  • TCTC Holdings reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q2 2024 after selling out during the quarter.
  • TCTC Holdings sold 3,904 Eaton Vance National Municipal Opportunities Trust shares in Q2 2024, an estimated $64.8K.
  • TCTC Holdings first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2022 and held it in 6 quarters.
  • TCTC Holdings's Eaton Vance National Municipal Opportunities Trust position peaked at $69K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2024.

Based on TCTC Holdings's 13F filing for Q2 2024, filed 6 Aug 2024.