UCFA
EOT

United Capital Financial Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

United Capital Financial Advisors’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
2023
Q4 		– Sell
-11,283
Closed -$183K – 1073
2023
Q3 		$183K Sell
11,283
-534
-5% -$8.98K ﹤0.01% 808
2023
Q2 		$205K Sell
11,817
-465
-4% -$8.16K ﹤0.01% 852
2023
Q1 		$217K Hold
12,282
– – ﹤0.01% 908
2022
Q4 		$202K Sell
12,282
-578
-4% -$9.5K ﹤0.01% 992
2022
Q3 		$212K Sell
12,860
-2,199
-15% -$39.4K ﹤0.01% 1006
2022
Q2 		$269K Hold
15,059
– – ﹤0.01% 971
2022
Q1 		$287K Sell
15,059
-1,496
-9% -$30.2K ﹤0.01% 999
2021
Q4 		$365K Sell
16,555
-3,171
-16% -$72.6K ﹤0.01% 959
2021
Q3 		$467K Sell
19,726
-903
-4% -$20.8K ﹤0.01% 878
2021
Q2 		$465K Sell
20,629
-690
-3% -$15.5K ﹤0.01% 880
2021
Q1 		$480K Sell
21,319
-361
-2% -$7.73K ﹤0.01% 855
2020
Q4 		$444K Sell
21,680
-5,137
-19% -$105K ﹤0.01% 877
2020
Q3 		$537K Hold
26,817
– – ﹤0.01% 815
2020
Q2 		$527K Sell
26,817
-3,601
-12% -$67.8K ﹤0.01% 845
2020
Q1 		$593K Sell
30,418
-6,577
-18% -$141K ﹤0.01% 763
2019
Q4 		$801K Buy
36,995
+39
+0.1% +$881 0.01% 851
2019
Q3 		$834K Sell
36,956
-65,095
-64% -$1.49M 0.01% 797
2019
Q2 		$2.32M Buy
102,051
+15,727
+18% +$351K 0.02% 580
2019
Q1 		$1.82M Buy
86,324
+20,678
+31% +$429K 0.01% 611
2018
Q4 		$1.22M Sell
65,646
-1,483
-2% -$29.6K 0.01% 661
2018
Q3 		$1.44M Buy
67,129
+149
+0.2% +$3.2K 0.01% 675
2018
Q2 		$1.37M Sell
66,980
-20,561
-23% -$419K 0.01% 683
2018
Q1 		$1.81M Buy
87,541
+20,970
+32% +$450K 0.01% 617
2017
Q4 		$1.5M Buy
66,571
+7,040
+12% +$159K 0.01% 670
2017
Q3 		$1.35M Buy
59,531
+5,239
+10% +$118K 0.01% 694
2017
Q2 		$1.19M Sell
54,292
-5,444
-9% -$119K 0.01% 718
2017
Q1 		$1.29M Sell
59,736
-5,568
-9% -$119K 0.01% 673
2016
Q4 		$1.36M Sell
65,304
-1,829
-3% -$39.3K 0.01% 654
2016
Q3 		$1.57M Buy
67,133
+10,407
+18% +$240K 0.02% 651
2016
Q2 		$1.3M Buy
56,726
+14,656
+35% +$333K 0.01% 658
2016
Q1 		$939K Buy
42,070
+8,170
+24% +$179K 0.01% 711
2015
Q4 		$726K Buy
33,900
+6,150
+22% +$131K 0.01% 778
2015
Q3 		$575K Buy
27,750
+4,943
+22% +$100K 0.01% 848
2015
Q2 		$460K Buy
22,807
+3,733
+20% +$78.1K 0.01% 948
2015
Q1 		$403K Buy
19,074
+8,539
+81% +$181K ﹤0.01% 987
2014
Q4 		$221K Sell
10,535
-459
-4% -$9.35K ﹤0.01% 1070
2014
Q3 		$219K Buy
+10,994
New +$220K ﹤0.01% 1019

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

United Capital Financial Advisors's EOT Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2023, closing a stake of 11,283 shares — an estimated $183K sold.

United Capital Financial Advisors first reported a position in EOT in Q3 2014 and held it in 37 quarters. The position peaked at $2.32M in Q2 2019. 43 funds tracked by Wall St. Rank hold EOT as of Q4 2023.

  • United Capital Financial Advisors reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,283 Eaton Vance National Municipal Opportunities Trust shares in Q4 2023, an estimated $183K.
  • United Capital Financial Advisors first reported a position in Eaton Vance National Municipal Opportunities Trust in Q3 2014 and held it in 37 quarters.
  • United Capital Financial Advisors's Eaton Vance National Municipal Opportunities Trust position peaked at $2.32M in Q2 2019.
  • 43 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.