US Bancorp
EOT

US Bancorp’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

US Bancorp’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
Q1 		– Sell
-750
Closed -$12.3K – 4116
2022
Q4 		$12.3K Buy
+750
New +$12.3K ﹤0.01% 3231
2017
Q4 		– Sell
-365
Closed -$8K – 3615
2017
Q3 		$8K Buy
+365
New +$8.2K ﹤0.01% 3134
2014
Q2 		– Sell
-26
Closed -$1K – 3498
2014
Q1 		$1K Hold
26
– – ﹤0.01% 3403
2013
Q4 		$0 Buy
+26
New +$480 ﹤0.01% 3409

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

US Bancorp's EOT Position: Q1 2023 in Review

US Bancorp sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q1 2023, closing a stake of 750 shares — an estimated $12.3K sold.

US Bancorp first reported a position in EOT in Q4 2013 and held it in 4 quarters. The position peaked at $12.3K in Q4 2022. 33 funds tracked by Wall St. Rank hold EOT as of Q1 2023.

  • US Bancorp reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q1 2023 after selling out during the quarter.
  • US Bancorp sold 750 Eaton Vance National Municipal Opportunities Trust shares in Q1 2023, an estimated $12.3K.
  • US Bancorp first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2013 and held it in 4 quarters.
  • US Bancorp's Eaton Vance National Municipal Opportunities Trust position peaked at $12.3K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2023.

Based on US Bancorp's 13F filing for Q1 2023, filed 9 May 2023.