WP
EOT

WealthShield Partners’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-2,003
Closed -$45K – 373
2021
Q2 		$45K Hold
2,003
– – 0.01% 495
2021
Q1 		$45K Buy
+2,003
New +$42.9K 0.01% 477

Other funds holding EOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
VanEck Associates
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

WealthShield Partners's EOT Position: Q3 2021 in Review

WealthShield Partners sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q3 2021, closing a stake of 2,003 shares — an estimated $45K sold.

WealthShield Partners first reported a position in EOT in Q1 2021 and held it in 2 quarters. The position peaked at $45K in Q2 2021. 34 funds tracked by Wall St. Rank hold EOT as of Q3 2021.

  • WealthShield Partners reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 2,003 Eaton Vance National Municipal Opportunities Trust shares in Q3 2021, an estimated $45K.
  • WealthShield Partners first reported a position in Eaton Vance National Municipal Opportunities Trust in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Eaton Vance National Municipal Opportunities Trust position peaked at $45K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.